SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216,025 | -1.8% | 3,015 | -6.2% | 0.15% | -10.3% |
| Q1 2023 | $219,898 | -1.0% | 3,213 | -5.5% | 0.16% | -7.3% |
| Q4 2022 | $222,221 | -0.3% | 3,401 | -7.8% | 0.18% | -6.8% |
| Q3 2022 | $223,000 | -8.2% | 3,689 | +0.3% | 0.19% | +3.8% |
| Q2 2022 | $243,000 | -4.3% | 3,679 | 0.0% | 0.18% | +4.0% |
| Q1 2022 | $254,000 | -18.6% | 3,679 | -3.9% | 0.18% | -71.9% |
| Q4 2021 | $312,000 | +0.6% | 3,827 | -0.5% | 0.63% | +238.2% |
| Q3 2021 | $310,000 | +4.0% | 3,845 | 0.0% | 0.19% | +1.6% |
| Q2 2021 | $298,000 | +1.7% | 3,845 | -1.4% | 0.18% | -5.7% |
| Q1 2021 | $293,000 | +35.0% | 3,898 | +24.3% | 0.19% | +45.9% |
| Q4 2020 | $217,000 | – | 3,137 | – | 0.13% | – |
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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% |