SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $32,235 | +9.4% | 426 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $29,454 | -3.5% | 426 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $30,523 | +4.7% | 426 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $29,155 | +4.7% | 426 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $27,835 | +8.3% | 426 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $25,709 | -1.0% | 426 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,969 | -17.9% | 426 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $31,613 | -9.0% | 426 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $34,732 | +7.8% | 426 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $32,227 | -2.4% | 426 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $33,024 | +3.2% | 426 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $31,997 | +8.3% | 426 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $29,535 | +20.8% | 426 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $24,448 | +6.7% | 426 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $22,915 | +25.6% | 426 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $18,241 | -25.0% | 426 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $24,320 | +6.3% | 426 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $22,885 | -1.0% | 426 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $23,123 | -26.7% | 426 | -29.0% | 0.01% | -25.0% |
| Q1 2019 | $31,530 | +14.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $27,510 | -18.1% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $33,570 | +3.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $32,406 | +2.9% | 600 | +200.0% | 0.01% | 0.0% |
| Q1 2018 | $31,486 | +1.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $31,096 | +5.4% | 200 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $29,492 | +3.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $28,630 | +2.9% | 200 | 0.0% | 0.01% | -10.0% |
| Q1 2017 | $27,824 | +4.6% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $26,604 | +4.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $25,510 | +3.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $24,610 | +3.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $23,712 | – | 200 | – | 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% |