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 | $763,582 | +6.0% | 11,044 | +9.8% | 0.08% | +3.9% |
| Q2 2023 | $720,584 | +4.7% | 10,057 | -0.0% | 0.08% | -6.1% |
| Q1 2023 | $688,506 | +6.3% | 10,060 | +1.5% | 0.08% | 0.0% |
| Q4 2022 | $647,781 | +45.9% | 9,914 | +34.8% | 0.08% | +22.4% |
| Q3 2022 | $444,000 | +5.2% | 7,356 | +6.2% | 0.07% | +3.1% |
| Q2 2022 | $422,000 | -12.4% | 6,928 | +6.7% | 0.06% | -7.1% |
| Q1 2022 | $482,000 | +28.9% | 6,492 | +41.6% | 0.07% | +32.1% |
| Q4 2021 | $374,000 | +20.3% | 4,584 | +11.6% | 0.05% | +10.4% |
| Q3 2021 | $311,000 | +21.0% | 4,106 | +23.9% | 0.05% | +20.0% |
| Q2 2021 | $257,000 | +13.2% | 3,313 | +9.7% | 0.04% | +2.6% |
| Q1 2021 | $227,000 | +131.6% | 3,020 | +31.3% | 0.04% | +56.0% |
| Q1 2020 | $98,000 | -18.3% | 2,300 | +9.7% | 0.02% | +4.2% |
| Q4 2019 | $120,000 | +90.5% | 2,097 | +77.9% | 0.02% | +84.6% |
| Q3 2019 | $63,000 | – | 1,179 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FAS Wealth Partners, Inc. | 590,783 | $35,654,000 | 3.96% |
| ETFIDEA, LLC | 122,900 | $7,417,015 | 3.82% |
| Clarus Wealth Advisors | 82,101 | $5,104,000 | 3.64% |
| NorthRock Partners, LLC | 515,130 | $31,088,000 | 3.61% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 139,091 | $8,394,000 | 3.54% |
| LTG Capital LLC | 14,815 | $893,000 | 3.51% |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 45,796 | $2,764,000 | 2.91% |
| DENVER WEALTH MANAGEMENT, INC. | 46,407 | $2,801,000 | 2.65% |
| FIRST NATIONAL TRUST CO | 726,309 | $43,833,000 | 2.56% |
| Diligent Investors, LLC | 104,003 | $6,277,000 | 2.24% |