SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $272 | +8.8% | 3,569 | -1.4% | 0.00% | 0.0% |
| Q3 2023 | $250 | -3.5% | 3,619 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $259 | -26.4% | 3,619 | -29.7% | 0.00% | -42.9% |
| Q1 2023 | $352 | +3.2% | 5,147 | -1.4% | 0.01% | 0.0% |
| Q4 2022 | $341 | -99.6% | 5,222 | +229.9% | 0.01% | +250.0% |
| Q3 2022 | $96,000 | +118.2% | 1,583 | +120.5% | 0.00% | +100.0% |
| Q2 2022 | $44,000 | -13.7% | 718 | +4.7% | 0.00% | 0.0% |
| Q1 2022 | $51,000 | – | 686 | +68500.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |