SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,443,090 | -4.9% | 20,872 | -1.4% | 0.49% | -3.2% |
| Q2 2023 | $1,517,475 | +0.3% | 21,179 | -4.2% | 0.50% | -8.7% |
| Q1 2023 | $1,512,935 | -20.7% | 22,106 | -30.1% | 0.55% | -38.9% |
| Q4 2022 | $1,908,207 | +0.0% | 31,619 | 0.0% | 0.90% | +0.6% |
| Q3 2022 | $1,908,000 | +34.2% | 31,619 | +37.2% | 0.90% | +16.5% |
| Q2 2022 | $1,422,000 | -3.7% | 23,052 | +15.8% | 0.77% | +4.9% |
| Q1 2022 | $1,477,000 | +1.0% | 19,901 | +10.9% | 0.73% | +0.1% |
| Q4 2021 | $1,463,000 | +51.0% | 17,947 | +40.0% | 0.73% | +33.8% |
| Q3 2021 | $969,000 | +7.5% | 12,815 | +11.3% | 0.55% | +8.9% |
| Q2 2021 | $901,000 | +33.9% | 11,518 | +28.5% | 0.50% | +13.3% |
| Q1 2021 | $673,000 | +797.3% | 8,961 | +732.8% | 0.44% | +692.9% |
| Q4 2020 | $75,000 | – | 1,076 | – | 0.06% | – |
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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% |