SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $179,242 | -16.2% | 2,619 | -9.2% | 0.03% | -33.3% |
| Q1 2022 | $214,000 | -9.7% | 2,884 | -0.9% | 0.04% | -4.9% |
| Q4 2021 | $237,000 | +7.7% | 2,911 | 0.0% | 0.04% | +5.1% |
| Q3 2021 | $220,000 | -18.8% | 2,911 | -16.7% | 0.04% | -22.0% |
| Q2 2021 | $271,000 | -63.4% | 3,494 | -66.0% | 0.05% | -26.5% |
| Q1 2021 | $741,000 | +101.9% | 10,265 | +94.1% | 0.07% | +1.5% |
| Q4 2020 | $367,000 | +18.0% | 5,289 | -2.3% | 0.07% | -13.0% |
| Q3 2020 | $311,000 | +1.6% | 5,416 | -4.9% | 0.08% | +5.5% |
| Q2 2020 | $306,000 | +45.0% | 5,693 | +15.5% | 0.07% | +14.1% |
| Q1 2020 | $211,000 | – | 4,927 | – | 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% |