SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 249 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $418,569 | -2.4% | 6,054 | +1.2% | 0.26% | -4.7% |
Q2 2023 | $428,666 | +2.1% | 5,983 | -2.4% | 0.28% | 0.0% |
Q1 2023 | $419,977 | +4.6% | 6,127 | -0.3% | 0.28% | +6.1% |
Q4 2022 | $401,476 | +44.9% | 6,144 | +33.9% | 0.26% | +47.2% |
Q3 2022 | $277,000 | -7.4% | 4,588 | -6.5% | 0.18% | -2.7% |
Q2 2022 | $299,000 | -18.3% | 4,909 | -0.6% | 0.18% | -7.6% |
Q1 2022 | $366,000 | -9.9% | 4,939 | -0.9% | 0.20% | -5.3% |
Q4 2021 | $406,000 | +7.7% | 4,986 | 0.0% | 0.21% | -1.4% |
Q3 2021 | $377,000 | -2.1% | 4,986 | +0.3% | 0.21% | -5.8% |
Q2 2021 | $385,000 | +7.2% | 4,970 | +4.1% | 0.22% | +0.9% |
Q1 2021 | $359,000 | +10.5% | 4,775 | +1.8% | 0.22% | +4.7% |
Q4 2020 | $325,000 | +16.9% | 4,691 | -3.2% | 0.21% | +9.8% |
Q3 2020 | $278,000 | +0.7% | 4,847 | -5.6% | 0.19% | -1.0% |
Q2 2020 | $276,000 | +25.5% | 5,136 | +0.2% | 0.20% | +24.1% |
Q1 2020 | $220,000 | -27.9% | 5,128 | -4.0% | 0.16% | -19.0% |
Q4 2019 | $305,000 | – | 5,340 | – | 0.20% | – |
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% |