SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 161 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $47,862 | +4.7% | 668 | 0.0% | 0.10% | +12.0% |
| Q1 2023 | $45,718 | +4.7% | 668 | 0.0% | 0.09% | -6.1% |
| Q4 2022 | $43,647 | -93.5% | 668 | -94.2% | 0.10% | -60.2% |
| Q4 2019 | $675,000 | +20.5% | 11,503 | +12.6% | 0.25% | +10.3% |
| Q3 2019 | $560,000 | +10.2% | 10,219 | +9.1% | 0.22% | -3.5% |
| Q2 2019 | $508,000 | +83.4% | 9,366 | +100.6% | 0.23% | +71.1% |
| Q4 2018 | $277,000 | +6.9% | 4,669 | 0.0% | 0.14% | +15.4% |
| Q2 2018 | $259,000 | -58.5% | 4,669 | +14.3% | 0.12% | -60.1% |
| Q4 2017 | $624,000 | – | 4,084 | – | 0.29% | – |
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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% |