SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 249 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,014,448 | -8.5% | 30,540 | +1.8% | 0.11% | -4.4% |
| Q2 2023 | $2,200,798 | +14.1% | 30,000 | +6.6% | 0.11% | +0.9% |
| Q1 2023 | $1,929,204 | +6.7% | 28,155 | +10.7% | 0.11% | +1.8% |
| Q4 2022 | $1,807,891 | +244.4% | 25,427 | +217.2% | 0.11% | +200.0% |
| Q3 2022 | $525,000 | -23.8% | 8,016 | -20.1% | 0.04% | -26.0% |
| Q2 2022 | $689,000 | +21.5% | 10,035 | +13.7% | 0.05% | +16.3% |
| Q1 2022 | $567,000 | +5.0% | 8,822 | +19.6% | 0.04% | +13.2% |
| Q4 2021 | $540,000 | +13.4% | 7,374 | +28.9% | 0.04% | +15.2% |
| Q3 2021 | $476,000 | -18.8% | 5,720 | -24.6% | 0.03% | +50.0% |
| Q2 2021 | $586,000 | +100.7% | 7,590 | +107.8% | 0.02% | -8.3% |
| Q1 2021 | $292,000 | +873.3% | 3,653 | +1812.6% | 0.02% | +380.0% |
| Q4 2017 | $30,000 | – | 191 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foresight Wealth Management, LLC | 5,805 | $379,310 | 5.43% |
| Parcion Private Wealth LLC | 549,334 | $35,893,476 | 3.89% |
| ETFIDEA, LLC | 122,521 | $8,005,522 | 3.70% |
| Shakespeare Wealth Management, LLC | 146,363 | $9,563,339 | 3.51% |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 45,136 | $2,949 | 3.39% |
| FIRST NATIONAL TRUST CO | 975,455 | $63,736,229 | 3.37% |
| NorthRock Partners, LLC | 442,465 | $28,910,649 | 3.29% |
| FAS Wealth Partners, Inc. | 429,001 | $28,030,906 | 3.18% |
| McAdam, LLC | 346,338 | $28,237 | 2.78% |
| DENVER WEALTH MANAGEMENT, INC. | 55,054 | $3,597,000 | 2.69% |