SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 251 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $32,000 | -17.9% | 528 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $39,000 | -9.3% | 528 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $43,000 | +7.5% | 528 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $40,000 | -9.1% | 528 | -7.9% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | +2.3% | 573 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $43,000 | +7.5% | 573 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $40,000 | +21.2% | 573 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $33,000 | -10.8% | 573 | -16.0% | 0.01% | -12.5% |
| Q2 2020 | $37,000 | +27.6% | 682 | 0.0% | 0.01% | +60.0% |
| Q1 2020 | $29,000 | -23.7% | 682 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $38,000 | – | 682 | – | 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% |