SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $764,165 | -0.8% | 11,052 | +2.8% | 0.06% | -16.9% |
| Q2 2023 | $770,548 | +9.1% | 10,754 | +4.2% | 0.07% | +57.8% |
| Q1 2023 | $706,310 | +14.3% | 10,320 | +9.1% | 0.04% | -27.4% |
| Q4 2022 | $617,774 | +88.3% | 9,455 | +73.8% | 0.06% | +376.9% |
| Q3 2022 | $328,000 | -0.9% | 5,439 | +0.1% | 0.01% | -71.7% |
| Q2 2022 | $331,000 | -32.7% | 5,433 | -18.1% | 0.05% | -13.2% |
| Q1 2022 | $492,000 | -12.9% | 6,634 | -4.3% | 0.05% | -10.2% |
| Q4 2021 | $565,000 | – | 6,931 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |