SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 233 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $281,000 | -87.3% | 6,557 | -83.1% | 0.15% | -83.8% |
| Q4 2019 | $2,209,000 | +2.4% | 38,685 | -3.7% | 0.94% | -11.2% |
| Q3 2019 | $2,158,000 | +0.8% | 40,162 | +1.8% | 1.06% | -4.4% |
| Q2 2019 | $2,140,000 | +10.8% | 39,434 | +7.3% | 1.11% | -6.5% |
| Q1 2019 | $1,931,000 | +58.0% | 36,750 | +37.9% | 1.19% | +23.1% |
| Q4 2018 | $1,222,000 | – | 26,652 | – | 0.96% | – |
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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% |