SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 220 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,525 | -5.5% | 7,153 | -2.1% | 0.03% | -2.9% |
| Q2 2023 | $523,341 | -52.3% | 7,304 | -54.4% | 0.04% | -55.7% |
| Q1 2023 | $1,096,800 | -52.1% | 16,026 | -54.3% | 0.08% | -55.4% |
| Q4 2022 | $2,288,852 | +8.9% | 35,030 | +0.6% | 0.18% | +1.7% |
| Q3 2022 | $2,101,000 | +2.7% | 34,808 | +3.8% | 0.17% | +1.8% |
| Q2 2022 | $2,045,000 | +671.7% | 33,543 | +867.5% | 0.17% | +677.3% |
| Q3 2021 | $265,000 | -71.4% | 3,467 | -74.0% | 0.02% | -80.0% |
| Q4 2020 | $925,000 | -48.9% | 13,339 | -60.4% | 0.11% | -57.7% |
| Q2 2020 | $1,810,000 | – | 33,649 | – | 0.26% | – |
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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% |