SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,848 | -4.3% | 6,260 | -0.8% | 0.03% | -9.4% |
| Q2 2023 | $452,210 | +4.9% | 6,311 | +0.2% | 0.03% | -3.0% |
| Q1 2023 | $431,029 | -5.9% | 6,297 | -10.2% | 0.03% | -13.2% |
| Q4 2022 | $458,168 | +4.8% | 7,012 | -3.3% | 0.04% | -17.4% |
| Q3 2022 | $437,000 | +3.1% | 7,248 | +4.3% | 0.05% | +21.1% |
| Q2 2022 | $424,000 | -19.8% | 6,952 | -2.6% | 0.04% | -11.6% |
| Q1 2022 | $529,000 | -11.7% | 7,134 | -3.0% | 0.04% | 0.0% |
| Q4 2021 | $599,000 | +3.1% | 7,351 | -4.2% | 0.04% | -14.0% |
| Q3 2021 | $581,000 | -7.5% | 7,676 | -5.3% | 0.05% | -10.7% |
| Q2 2021 | $628,000 | -10.4% | 8,103 | -13.2% | 0.06% | -24.3% |
| Q1 2021 | $701,000 | -4.5% | 9,336 | -11.8% | 0.07% | -26.7% |
| Q4 2020 | $734,000 | -16.6% | 10,583 | -31.0% | 0.10% | -52.8% |
| Q3 2020 | $880,000 | +6.2% | 15,341 | -0.5% | 0.21% | -15.7% |
| Q2 2020 | $829,000 | +68.8% | 15,418 | +34.6% | 0.25% | -27.0% |
| Q1 2020 | $491,000 | -88.0% | 11,458 | -84.0% | 0.35% | -85.0% |
| Q4 2019 | $4,094,000 | -1.7% | 71,718 | -7.5% | 2.32% | +45.7% |
| Q3 2019 | $4,165,000 | -20.5% | 77,539 | -19.7% | 1.59% | -23.7% |
| Q2 2019 | $5,240,000 | +265.9% | 96,530 | +254.3% | 2.09% | +170.0% |
| Q1 2019 | $1,432,000 | +83.4% | 27,249 | +59.9% | 0.77% | +48.6% |
| Q4 2018 | $781,000 | – | 17,044 | – | 0.52% | – |
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% |