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 | $200,506 | +1.0% | 2,900 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $198,476 | +104913.8% | 2,900 | 0.0% | 0.06% | -6.6% |
| Q4 2022 | $189 | -99.9% | 2,900 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $175,000 | -1.1% | 2,900 | 0.0% | 0.06% | +7.0% |
| Q2 2022 | $177,000 | -17.7% | 2,900 | 0.0% | 0.06% | -5.0% |
| Q1 2022 | $215,000 | -38.7% | 2,900 | -32.6% | 0.06% | -38.8% |
| Q4 2021 | $351,000 | +8.0% | 4,300 | 0.0% | 0.10% | -1.0% |
| Q3 2021 | $325,000 | -2.4% | 4,300 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $333,000 | +3.1% | 4,300 | 0.0% | 0.10% | -2.9% |
| Q1 2021 | $323,000 | +8.4% | 4,300 | 0.0% | 0.10% | 0.0% |
| Q4 2020 | $298,000 | +20.6% | 4,300 | 0.0% | 0.10% | +4.0% |
| Q3 2020 | $247,000 | +6.9% | 4,300 | 0.0% | 0.10% | +38.9% |
| Q2 2020 | $231,000 | +25.5% | 4,300 | 0.0% | 0.07% | -11.1% |
| Q1 2020 | $184,000 | -36.8% | 4,300 | -15.7% | 0.08% | -31.4% |
| Q4 2019 | $291,000 | +7.8% | 5,100 | 0.0% | 0.12% | -23.4% |
| Q3 2019 | $270,000 | -2.5% | 5,100 | 0.0% | 0.15% | -7.2% |
| Q2 2019 | $277,000 | +3.4% | 5,100 | 0.0% | 0.17% | -9.8% |
| Q1 2019 | $268,000 | +14.5% | 5,100 | 0.0% | 0.18% | -10.7% |
| Q4 2018 | $234,000 | – | 5,100 | – | 0.21% | – |
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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% |