SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,867 | -3.5% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,935 | +4.7% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,848 | +4.8% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,764 | -11.8% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | -60.0% | 27 | -59.1% | 0.00% | -50.0% |
| Q2 2021 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 66 | -15.4% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | +25.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 78 | -21.2% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -33.3% | 99 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | – | 99 | – | 0.00% | – |
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% |