SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,445,534 | -9.0% | 173,699 | -13.1% | 0.04% | -11.8% |
| Q1 2023 | $13,676,023 | +32.8% | 199,825 | +26.8% | 0.05% | +27.5% |
| Q4 2022 | $10,295,559 | +24.4% | 157,569 | +14.9% | 0.04% | +14.3% |
| Q3 2022 | $8,274,000 | -10.0% | 137,098 | -9.1% | 0.04% | -2.8% |
| Q2 2022 | $9,195,000 | +7.5% | 150,836 | +30.9% | 0.04% | +20.0% |
| Q1 2022 | $8,552,000 | +69.9% | 115,247 | +86.6% | 0.03% | +76.5% |
| Q4 2021 | $5,035,000 | +33.7% | 61,760 | +24.0% | 0.02% | +30.8% |
| Q3 2021 | $3,767,000 | -3.6% | 49,801 | -1.2% | 0.01% | 0.0% |
| Q2 2021 | $3,907,000 | +0.5% | 50,405 | -2.7% | 0.01% | -7.1% |
| Q1 2021 | $3,889,000 | +12.4% | 51,784 | +3.7% | 0.01% | +7.7% |
| Q4 2020 | $3,461,000 | +9.0% | 49,920 | -9.8% | 0.01% | -7.1% |
| Q3 2020 | $3,175,000 | +0.6% | 55,321 | -5.7% | 0.01% | -6.7% |
| Q2 2020 | $3,156,000 | – | 58,664 | – | 0.02% | – |
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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% |