SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $405,022 | -10.2% | 5,858 | -7.0% | 0.07% | -9.0% |
Q2 2023 | $451,201 | -0.4% | 6,297 | -4.8% | 0.08% | -9.3% |
Q1 2023 | $452,888 | -2.8% | 6,617 | -7.2% | 0.09% | -15.7% |
Q4 2022 | $465,777 | +8.3% | 7,129 | +0.0% | 0.10% | +7.4% |
Q3 2022 | $430,000 | -2.5% | 7,127 | -1.4% | 0.10% | +3.3% |
Q2 2022 | $441,000 | -17.7% | 7,226 | 0.0% | 0.09% | +9.5% |
Q1 2022 | $536,000 | -8.7% | 7,226 | +0.3% | 0.08% | -4.5% |
Q4 2021 | $587,000 | +7.3% | 7,205 | -0.4% | 0.09% | 0.0% |
Q3 2021 | $547,000 | -2.8% | 7,232 | -0.4% | 0.09% | +1.1% |
Q2 2021 | $563,000 | -6.3% | 7,262 | -16.4% | 0.09% | -25.0% |
Q4 2020 | $601,000 | +0.8% | 8,682 | -21.7% | 0.12% | -24.7% |
Q2 2020 | $596,000 | -8.9% | 11,093 | -21.9% | 0.15% | -37.9% |
Q1 2020 | $654,000 | – | 14,204 | – | 0.25% | – |
Download |
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% |