SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,192,650 | -4.4% | 17,250 | -1.0% | 0.22% | -2.7% |
| Q2 2023 | $1,248,186 | +3.4% | 17,421 | -1.3% | 0.22% | -1.8% |
| Q1 2023 | $1,207,471 | +40.3% | 17,643 | +34.0% | 0.22% | +18.4% |
| Q4 2022 | $860,623 | +21.9% | 13,171 | +12.6% | 0.19% | +11.1% |
| Q3 2022 | $706,000 | +1.1% | 11,702 | +2.1% | 0.17% | +4.3% |
| Q2 2022 | $698,000 | -33.3% | 11,458 | -18.8% | 0.16% | -19.2% |
| Q1 2022 | $1,047,000 | -26.8% | 14,115 | -19.6% | 0.20% | -16.5% |
| Q4 2021 | $1,431,000 | +8.9% | 17,556 | +1.1% | 0.24% | +1.7% |
| Q3 2021 | $1,314,000 | -4.4% | 17,373 | -2.1% | 0.24% | -4.4% |
| Q2 2021 | $1,375,000 | +6.8% | 17,737 | +3.4% | 0.25% | -1.6% |
| Q1 2021 | $1,288,000 | +7.2% | 17,154 | -1.0% | 0.25% | -4.5% |
| Q4 2020 | $1,201,000 | +178.0% | 17,324 | +130.0% | 0.27% | +133.3% |
| Q3 2020 | $432,000 | – | 7,533 | – | 0.11% | – |
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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% |