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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $68 | +4.6% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $65 | -99.8% | 1 | -99.7% | 0.00% | -100.0% |
| Q4 2020 | $27,000 | – | 390 | – | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2018 | $399,000 | +1.5% | 2,532 | +0.2% | 0.03% | -5.9% |
| Q4 2017 | $393,000 | -41.2% | 2,528 | -44.2% | 0.03% | -55.3% |
| Q3 2017 | $668,000 | +6.7% | 4,529 | +3.6% | 0.08% | -7.3% |
| Q2 2017 | $626,000 | +3.8% | 4,371 | +0.9% | 0.08% | -6.8% |
| Q1 2017 | $603,000 | +19.6% | 4,333 | +9.7% | 0.09% | -7.4% |
| Q3 2016 | $504,000 | +47.4% | 3,950 | +42.3% | 0.10% | +21.8% |
| Q2 2016 | $342,000 | -0.6% | 2,776 | -4.3% | 0.08% | -17.0% |
| Q1 2016 | $344,000 | +0.6% | 2,900 | -0.1% | 0.09% | -14.5% |
| Q4 2015 | $342,000 | +1.5% | 2,902 | +0.0% | 0.11% | +7.8% |
| Q3 2015 | $337,000 | – | 2,901 | – | 0.10% | – |
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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% |