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 | $2,727 | +1.2% | 39,436 | +4.9% | 0.50% | +3.1% |
| Q2 2023 | $2,694 | +33.7% | 37,596 | +26.5% | 0.48% | +23.8% |
| Q1 2023 | $2,015 | +23.2% | 29,723 | +20.4% | 0.39% | +15.7% |
| Q4 2022 | $1,636 | -99.9% | 24,678 | +1.8% | 0.34% | -10.3% |
| Q3 2022 | $1,512,000 | +28.1% | 24,246 | +26.5% | 0.38% | +25.2% |
| Q2 2022 | $1,180,000 | +1.9% | 19,164 | +19.1% | 0.30% | +40.7% |
| Q1 2022 | $1,158,000 | +15.0% | 16,091 | +30.1% | 0.21% | +15.7% |
| Q4 2021 | $1,007,000 | +22.7% | 12,372 | +15.3% | 0.18% | +7.6% |
| Q3 2021 | $821,000 | +2.6% | 10,729 | +4.0% | 0.17% | -0.6% |
| Q2 2021 | $800,000 | +1.8% | 10,318 | -1.4% | 0.17% | -7.5% |
| Q1 2021 | $786,000 | -9.7% | 10,464 | -16.6% | 0.19% | -15.8% |
| Q4 2020 | $870,000 | +14.9% | 12,552 | -0.1% | 0.22% | +0.9% |
| Q3 2020 | $757,000 | +10.0% | 12,562 | -1.8% | 0.22% | +0.5% |
| Q2 2020 | $688,000 | +28.1% | 12,789 | +2.0% | 0.22% | +1.4% |
| Q1 2020 | $537,000 | -21.6% | 12,541 | +4.6% | 0.22% | -14.3% |
| Q4 2019 | $685,000 | +11.0% | 11,992 | +1.4% | 0.25% | -6.3% |
| Q3 2019 | $617,000 | -16.2% | 11,830 | -12.5% | 0.27% | -16.7% |
| Q2 2019 | $736,000 | +6.5% | 13,521 | +2.9% | 0.32% | -16.8% |
| Q1 2019 | $691,000 | +17.9% | 13,146 | +2.9% | 0.39% | -3.2% |
| Q4 2018 | $586,000 | -17.2% | 12,775 | +0.9% | 0.40% | -12.8% |
| Q3 2018 | $708,000 | +10.6% | 12,655 | +6.8% | 0.46% | -8.0% |
| Q2 2018 | $640,000 | +5.8% | 11,853 | +208.4% | 0.50% | -2.2% |
| Q1 2018 | $605,000 | +3.4% | 3,844 | +2.1% | 0.51% | +1.6% |
| Q4 2017 | $585,000 | – | 3,765 | – | 0.50% | – |
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% |