SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 249 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,428,478 | -8.9% | 20,915 | -4.5% | 0.52% | -7.2% |
| Q2 2023 | $1,568,705 | +1.5% | 21,894 | -2.8% | 0.56% | +1.6% |
| Q1 2023 | $1,545,657 | +4.4% | 22,528 | -0.6% | 0.55% | -3.5% |
| Q4 2022 | $1,480,898 | +6.5% | 22,665 | -1.6% | 0.57% | -3.7% |
| Q3 2022 | $1,391,000 | -42.5% | 23,045 | -41.9% | 0.59% | -39.3% |
| Q2 2022 | $2,420,000 | -20.9% | 39,691 | -3.0% | 0.97% | -12.6% |
| Q1 2022 | $3,058,000 | +22.1% | 40,931 | +33.2% | 1.11% | +23.0% |
| Q4 2021 | $2,505,000 | +4.6% | 30,727 | -1.8% | 0.90% | -5.8% |
| Q3 2021 | $2,395,000 | -2.6% | 31,303 | -0.7% | 0.96% | -8.1% |
| Q2 2021 | $2,460,000 | -2.2% | 31,512 | -4.5% | 1.05% | -20.1% |
| Q1 2021 | $2,516,000 | +9.9% | 32,986 | -0.1% | 1.31% | -4.2% |
| Q4 2020 | $2,289,000 | +28.2% | 33,023 | +6.2% | 1.37% | +2.5% |
| Q3 2020 | $1,785,000 | +7.3% | 31,107 | +0.6% | 1.33% | +2.0% |
| Q2 2020 | $1,664,000 | +24.6% | 30,928 | -0.8% | 1.31% | -5.2% |
| Q1 2020 | $1,335,000 | -24.3% | 31,181 | +0.9% | 1.38% | +2.7% |
| Q4 2019 | $1,764,000 | +10.6% | 30,903 | +4.1% | 1.34% | +2.1% |
| Q3 2019 | $1,595,000 | -1.0% | 29,697 | +0.1% | 1.32% | -3.4% |
| Q2 2019 | $1,611,000 | +8.3% | 29,670 | +6.1% | 1.36% | +0.9% |
| Q1 2019 | $1,488,000 | +17.1% | 27,968 | +0.9% | 1.35% | -3.6% |
| Q4 2018 | $1,271,000 | – | 27,714 | – | 1.40% | – |
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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% |