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 | $384,142 | -3.5% | 5,556 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $398,088 | -0.9% | 5,556 | -5.4% | 0.06% | -6.5% |
| Q1 2023 | $401,880 | +4.7% | 5,872 | 0.0% | 0.06% | -1.6% |
| Q4 2022 | $383,676 | +8.4% | 5,872 | 0.0% | 0.06% | -3.1% |
| Q3 2022 | $354,000 | -15.5% | 5,872 | -14.6% | 0.06% | +1.6% |
| Q2 2022 | $419,000 | -27.4% | 6,876 | -11.6% | 0.06% | -17.9% |
| Q1 2022 | $577,000 | +35.4% | 7,780 | +48.8% | 0.08% | +39.3% |
| Q4 2021 | $426,000 | – | 5,227 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |