SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,402 | -10.8% | 7,440 | -7.6% | 0.00% | +50.0% |
| Q2 2023 | $576,619 | -0.8% | 8,048 | -5.3% | 0.00% | +100.0% |
| Q1 2023 | $581,367 | -25.8% | 8,495 | -37.8% | 0.00% | -96.9% |
| Q3 2020 | $784,000 | -48.5% | 13,658 | -51.7% | 0.03% | -61.9% |
| Q2 2020 | $1,521,000 | -14.1% | 28,283 | -31.6% | 0.08% | -25.0% |
| Q1 2020 | $1,771,000 | -31.7% | 41,363 | -9.0% | 0.11% | -15.2% |
| Q4 2019 | $2,594,000 | +13.3% | 45,430 | +6.6% | 0.13% | -1.5% |
| Q3 2019 | $2,290,000 | +52.9% | 42,634 | +54.5% | 0.13% | +42.6% |
| Q2 2019 | $1,498,000 | – | 27,593 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FAS Wealth Partners, Inc. | 590,783 | $35,654,000 | 3.96% |
| ETFIDEA, LLC | 122,900 | $7,417,015 | 3.82% |
| Clarus Wealth Advisors | 82,101 | $5,104,000 | 3.64% |
| NorthRock Partners, LLC | 515,130 | $31,088,000 | 3.61% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 139,091 | $8,394,000 | 3.54% |
| LTG Capital LLC | 14,815 | $893,000 | 3.51% |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 45,796 | $2,764,000 | 2.91% |
| DENVER WEALTH MANAGEMENT, INC. | 46,407 | $2,801,000 | 2.65% |
| FIRST NATIONAL TRUST CO | 726,309 | $43,833,000 | 2.56% |
| Diligent Investors, LLC | 104,003 | $6,277,000 | 2.24% |