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 | $97 | -3.0% | 1,399 | 0.0% | 0.04% | -5.4% |
| Q2 2023 | $100 | +4.2% | 1,399 | 0.0% | 0.04% | +2.8% |
| Q1 2023 | $96 | +5.5% | 1,399 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $91 | -99.9% | 1,399 | 0.0% | 0.04% | -7.7% |
| Q3 2022 | $84,000 | -1.2% | 1,399 | 0.0% | 0.04% | +5.4% |
| Q2 2022 | $85,000 | +183.3% | 1,399 | +250.6% | 0.04% | +236.4% |
| Q1 2022 | $30,000 | -9.1% | 399 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $33,000 | +10.0% | 399 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $30,000 | -3.2% | 399 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $31,000 | +3.3% | 399 | 0.0% | 0.01% | -20.0% |
| Q1 2021 | $30,000 | +7.1% | 399 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $28,000 | +21.7% | 399 | 0.0% | 0.02% | +7.1% |
| Q3 2020 | $23,000 | +9.5% | 399 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +16.7% | 399 | -5.7% | 0.01% | -12.5% |
| Q1 2020 | $18,000 | -25.0% | 423 | 0.0% | 0.02% | -11.1% |
| Q4 2019 | $24,000 | +4.3% | 423 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 423 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 423 | 0.0% | 0.02% | -5.3% |
| Q1 2019 | $22,000 | – | 423 | – | 0.02% | – |
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% |