SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $172,000 | +6.8% | 3,266 | -7.3% | 0.01% | -7.1% |
| Q4 2018 | $161,000 | -19.9% | 3,522 | -1.8% | 0.01% | -17.6% |
| Q3 2018 | $201,000 | -1.0% | 3,585 | -4.5% | 0.02% | -5.6% |
| Q2 2018 | $203,000 | -2.9% | 3,754 | +182.9% | 0.02% | -10.0% |
| Q1 2018 | $209,000 | +1.5% | 1,327 | +0.1% | 0.02% | 0.0% |
| Q4 2017 | $206,000 | +3.5% | 1,326 | -1.6% | 0.02% | -9.1% |
| Q3 2017 | $199,000 | +5.3% | 1,348 | +2.3% | 0.02% | 0.0% |
| Q2 2017 | $189,000 | +1.6% | 1,318 | -1.3% | 0.02% | -15.4% |
| Q1 2017 | $186,000 | -4.6% | 1,335 | -8.9% | 0.03% | -10.3% |
| Q4 2016 | $195,000 | +3.2% | 1,465 | -1.3% | 0.03% | 0.0% |
| Q3 2016 | $189,000 | +8.6% | 1,485 | +5.0% | 0.03% | 0.0% |
| Q2 2016 | $174,000 | +8.8% | 1,414 | +4.7% | 0.03% | +3.6% |
| Q1 2016 | $160,000 | +3.2% | 1,350 | +2.6% | 0.03% | -3.4% |
| Q4 2015 | $155,000 | – | 1,316 | – | 0.03% | – |
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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% |