SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536,803 | -3.5% | 7,764 | 0.0% | 0.18% | -0.6% |
| Q2 2023 | $556,291 | +4.7% | 7,764 | 0.0% | 0.18% | +4.0% |
| Q1 2023 | $531,368 | +0.8% | 7,764 | -3.7% | 0.17% | -7.4% |
| Q4 2022 | $526,902 | -46.5% | 8,064 | -50.6% | 0.19% | -47.3% |
| Q3 2022 | $985,000 | -1.0% | 16,314 | 0.0% | 0.36% | +5.3% |
| Q2 2022 | $995,000 | -17.8% | 16,314 | 0.0% | 0.34% | -4.0% |
| Q1 2022 | $1,211,000 | -12.9% | 16,314 | -4.4% | 0.35% | -11.5% |
| Q4 2021 | $1,391,000 | +7.4% | 17,064 | -0.3% | 0.40% | -40.0% |
| Q3 2021 | $1,295,000 | -2.2% | 17,114 | +0.2% | 0.66% | +61.4% |
| Q2 2021 | $1,324,000 | +4.2% | 17,075 | +0.9% | 0.41% | -2.6% |
| Q1 2021 | $1,271,000 | – | 16,925 | – | 0.42% | – |
Download | ||||||
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% |