SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 216 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,105,104 | -5.8% | 73,837 | -2.3% | 1.11% | -2.3% |
| Q2 2023 | $5,417,234 | +7.7% | 75,607 | +2.8% | 1.13% | +2.5% |
| Q1 2023 | $5,031,372 | +4.8% | 73,515 | +0.0% | 1.11% | +1.0% |
| Q4 2022 | $4,801,887 | +15.6% | 73,491 | +6.8% | 1.10% | +3.1% |
| Q3 2022 | $4,154,000 | +10.8% | 68,827 | +11.9% | 1.06% | +16.2% |
| Q2 2022 | $3,748,000 | +16.0% | 61,490 | +41.2% | 0.91% | +27.8% |
| Q1 2022 | $3,231,000 | -14.7% | 43,533 | -6.3% | 0.72% | -15.4% |
| Q4 2021 | $3,787,000 | +10.0% | 46,454 | +2.0% | 0.84% | -4.3% |
| Q3 2021 | $3,444,000 | -2.4% | 45,529 | +0.0% | 0.88% | -29.4% |
| Q2 2021 | $3,529,000 | +25.1% | 45,528 | +21.2% | 1.25% | +14.7% |
| Q1 2021 | $2,820,000 | +9.4% | 37,549 | +1.0% | 1.09% | +2.8% |
| Q4 2020 | $2,578,000 | -17.1% | 37,179 | -31.4% | 1.06% | -27.1% |
| Q3 2020 | $3,110,000 | +5.7% | 54,184 | -0.9% | 1.46% | -2.3% |
| Q2 2020 | $2,941,000 | +25.1% | 54,680 | -0.4% | 1.49% | -3.6% |
| Q1 2020 | $2,350,000 | -44.9% | 54,877 | -26.6% | 1.55% | -37.7% |
| Q4 2019 | $4,266,000 | +7.5% | 74,728 | +1.1% | 2.48% | -12.5% |
| Q3 2019 | $3,970,000 | +6.6% | 73,895 | +7.7% | 2.83% | +1.1% |
| Q2 2019 | $3,723,000 | -0.5% | 68,594 | -2.3% | 2.80% | +24.2% |
| Q1 2019 | $3,743,000 | +24.0% | 70,208 | +6.6% | 2.26% | -16.7% |
| Q4 2018 | $3,019,000 | – | 65,851 | – | 2.71% | – |
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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% |