SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 282 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $542,488 | +20.8% | 8,367 | +33.5% | 0.04% | +21.9% |
| Q2 2023 | $449,131 | +12.3% | 6,268 | +7.3% | 0.03% | +10.3% |
| Q1 2023 | $399,858 | +9.3% | 5,843 | +4.4% | 0.03% | +7.4% |
| Q4 2022 | $365,705 | -0.9% | 5,597 | +12.6% | 0.03% | +12.5% |
| Q1 2022 | $369,000 | +38.7% | 4,969 | +52.4% | 0.02% | +41.2% |
| Q4 2021 | $266,000 | +16.7% | 3,260 | +8.3% | 0.02% | +13.3% |
| Q3 2021 | $228,000 | +1.3% | 3,010 | +0.3% | 0.02% | -6.2% |
| Q1 2021 | $225,000 | +8.2% | 3,000 | +0.1% | 0.02% | +14.3% |
| Q4 2020 | $208,000 | -12.6% | 2,998 | -42.4% | 0.01% | -56.2% |
| Q4 2018 | $238,000 | -48.0% | 5,201 | -36.5% | 0.03% | -37.3% |
| Q3 2018 | $458,000 | +3.4% | 8,188 | +0.0% | 0.05% | -5.6% |
| Q2 2018 | $443,000 | -0.9% | 8,187 | +188.2% | 0.05% | -6.9% |
| Q1 2018 | $447,000 | +2.1% | 2,841 | +0.8% | 0.06% | -3.3% |
| Q4 2017 | $438,000 | – | 2,818 | – | 0.06% | – |
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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% |