SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $877,494 | -7.9% | 12,878 | -3.7% | 0.10% | -3.8% |
| Q2 2023 | $952,416 | +2.6% | 13,377 | -2.9% | 0.11% | -6.2% |
| Q1 2023 | $928,254 | -4.3% | 13,772 | -5.9% | 0.11% | -8.1% |
| Q4 2022 | $969,661 | +3.4% | 14,630 | +0.0% | 0.12% | -10.2% |
| Q3 2022 | $938,000 | -1.4% | 14,624 | -5.4% | 0.14% | -3.5% |
| Q2 2022 | $951,000 | -25.9% | 15,454 | -13.1% | 0.14% | -19.3% |
| Q1 2022 | $1,284,000 | -7.9% | 17,777 | +0.0% | 0.18% | -7.4% |
| Q4 2021 | $1,394,000 | +3.6% | 17,774 | 0.0% | 0.19% | -11.6% |
| Q3 2021 | $1,345,000 | -2.9% | 17,774 | -0.5% | 0.22% | -6.9% |
| Q2 2021 | $1,385,000 | +0.6% | 17,868 | +0.0% | 0.23% | -9.8% |
| Q1 2021 | $1,377,000 | +3.5% | 17,865 | -6.9% | 0.26% | -15.5% |
| Q4 2020 | $1,331,000 | +18.5% | 19,195 | -1.9% | 0.30% | -0.7% |
| Q3 2020 | $1,123,000 | +1.8% | 19,563 | -4.6% | 0.30% | -16.7% |
| Q2 2020 | $1,103,000 | +20.7% | 20,511 | +0.0% | 0.37% | -8.7% |
| Q1 2020 | $914,000 | +73.1% | 20,506 | +121.8% | 0.40% | +75.1% |
| Q4 2019 | $528,000 | +8.0% | 9,245 | +0.0% | 0.23% | -15.8% |
| Q3 2019 | $489,000 | -3.6% | 9,242 | -0.7% | 0.27% | -26.9% |
| Q2 2019 | $507,000 | -6.1% | 9,303 | -9.4% | 0.37% | -11.6% |
| Q1 2019 | $540,000 | -2.5% | 10,270 | -15.0% | 0.42% | -19.3% |
| Q4 2018 | $554,000 | – | 12,083 | – | 0.52% | – |
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% |