SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 262 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,712,619 | -3.8% | 588,843 | -0.3% | 4.22% | -1.1% |
| Q2 2023 | $42,309,710 | +5.8% | 590,505 | +1.0% | 4.27% | +2.2% |
| Q1 2023 | $39,994,791 | +11.4% | 584,377 | +6.4% | 4.18% | +7.3% |
| Q4 2022 | $35,893,476 | +221.6% | 549,334 | +197.0% | 3.89% | +212.0% |
| Q3 2022 | $11,161,000 | -5.6% | 184,945 | +1.9% | 1.25% | +6.9% |
| Q2 2022 | $11,828,000 | +84.1% | 181,418 | +109.5% | 1.17% | +94.2% |
| Q1 2022 | $6,425,000 | – | 86,578 | – | 0.60% | – |
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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% |