SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 262 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,737,294 | +5.8% | 54,054 | +9.6% | 0.20% | -11.5% |
| Q2 2023 | $3,532,632 | +7.8% | 49,304 | +3.0% | 0.23% | -3.4% |
| Q1 2023 | $3,276,428 | -1.1% | 47,873 | -5.6% | 0.24% | -3.7% |
| Q4 2022 | $3,313,195 | +7.8% | 50,707 | -0.4% | 0.24% | -3.6% |
| Q3 2022 | $3,074,000 | -0.2% | 50,929 | +0.8% | 0.25% | -3.1% |
| Q2 2022 | $3,080,000 | -8.9% | 50,523 | +10.9% | 0.26% | -71.9% |
| Q1 2022 | $3,381,000 | +3.8% | 45,557 | +14.1% | 0.93% | +2.9% |
| Q4 2021 | $3,256,000 | +6.5% | 39,932 | -1.2% | 0.90% | -9.9% |
| Q3 2021 | $3,058,000 | +3.6% | 40,427 | +6.2% | 1.00% | +5.0% |
| Q2 2021 | $2,951,000 | +2.6% | 38,073 | -0.6% | 0.95% | -19.4% |
| Q1 2021 | $2,876,000 | +17.2% | 38,297 | +8.2% | 1.18% | +150.3% |
| Q4 2020 | $2,454,000 | +13.6% | 35,392 | -6.0% | 0.47% | +3.5% |
| Q3 2020 | $2,161,000 | +10.3% | 37,662 | +3.4% | 0.46% | -83.5% |
| Q2 2020 | $1,959,000 | +17.0% | 36,434 | -6.8% | 2.78% | -28.9% |
| Q1 2020 | $1,674,000 | -29.5% | 39,113 | -5.9% | 3.91% | +50.2% |
| Q4 2019 | $2,373,000 | +124.1% | 41,561 | +79.9% | 2.60% | +152.4% |
| Q4 2018 | $1,059,000 | – | 23,099 | – | 1.03% | – |
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% |