SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 282 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,697 | -14.8% | 3,004 | -11.8% | 0.12% | -17.7% |
| Q2 2023 | $243,897 | +4.1% | 3,404 | -0.6% | 0.14% | -0.7% |
| Q1 2023 | $234,339 | +4.3% | 3,424 | -0.4% | 0.14% | -3.4% |
| Q4 2022 | $224,704 | +8.6% | 3,439 | 0.0% | 0.15% | -2.0% |
| Q3 2022 | $207,000 | -1.0% | 3,439 | +0.1% | 0.15% | +5.6% |
| Q2 2022 | $209,000 | -17.7% | 3,434 | 0.0% | 0.14% | -1.4% |
| Q1 2022 | $254,000 | -7.3% | 3,434 | +2.0% | 0.14% | +8.3% |
| Q4 2021 | $274,000 | – | 3,366 | – | 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% |