SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,167,052 | -6.6% | 31,745 | -2.6% | 0.91% | -5.5% |
| Q2 2023 | $2,319,523 | +4.9% | 32,605 | -0.7% | 0.96% | -1.3% |
| Q1 2023 | $2,210,810 | +8.4% | 32,851 | +5.3% | 0.97% | +0.6% |
| Q4 2022 | $2,039,394 | +7.3% | 31,212 | +2.0% | 0.97% | -8.8% |
| Q3 2022 | $1,901,000 | +5.4% | 30,594 | +4.4% | 1.06% | +24.9% |
| Q2 2022 | $1,803,000 | -16.1% | 29,297 | +1.8% | 0.85% | -0.7% |
| Q1 2022 | $2,150,000 | -3.0% | 28,778 | +5.6% | 0.86% | +0.9% |
| Q4 2021 | $2,216,000 | +7.5% | 27,260 | +0.1% | 0.85% | -0.6% |
| Q3 2021 | $2,061,000 | -3.2% | 27,240 | -0.4% | 0.85% | -4.4% |
| Q2 2021 | $2,129,000 | +13.5% | 27,346 | -16.3% | 0.89% | -18.6% |
| Q1 2021 | $1,876,000 | -6.1% | 32,680 | +11.8% | 1.10% | +10.2% |
| Q4 2020 | $1,997,000 | +6.4% | 29,219 | -10.6% | 0.99% | -9.1% |
| Q3 2020 | $1,876,000 | +1.8% | 32,680 | -4.6% | 1.09% | -2.8% |
| Q2 2020 | $1,842,000 | +34.8% | 34,242 | +1.7% | 1.12% | +12.2% |
| Q1 2020 | $1,366,000 | +29.2% | 33,668 | +82.4% | 1.00% | +64.2% |
| Q4 2019 | $1,057,000 | -99.9% | 18,456 | +20.3% | 0.61% | +23.7% |
| Q3 2019 | $821,031,000 | +102915.2% | 15,343 | +2.5% | 0.49% | -2.8% |
| Q2 2019 | $797,000 | +12.7% | 14,966 | +13.3% | 0.51% | +10.0% |
| Q1 2019 | $707,000 | +128.1% | 13,210 | +117.3% | 0.46% | +108.1% |
| Q4 2018 | $310,000 | – | 6,080 | – | 0.22% | – |
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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% |