SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 265 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,713 | -6.6% | 1,124 | -3.2% | 0.04% | -7.3% |
| Q2 2023 | $83,186 | -16.5% | 1,161 | -20.2% | 0.04% | -18.0% |
| Q1 2023 | $99,580 | +104721.1% | 1,455 | 0.0% | 0.05% | -2.0% |
| Q4 2022 | $95 | -99.3% | 1,455 | +541.0% | 0.05% | +155.0% |
| Q3 2022 | $14,000 | -87.0% | 227 | -87.2% | 0.02% | -67.2% |
| Q2 2022 | $108,000 | -32.9% | 1,775 | -18.4% | 0.06% | -30.7% |
| Q1 2022 | $161,000 | -9.0% | 2,174 | 0.0% | 0.09% | -11.1% |
| Q4 2021 | $177,000 | +7.9% | 2,174 | 0.0% | 0.10% | -2.9% |
| Q3 2021 | $164,000 | -8.4% | 2,174 | -5.9% | 0.10% | -13.6% |
| Q2 2021 | $179,000 | +1.1% | 2,310 | -1.8% | 0.12% | -11.3% |
| Q1 2021 | $177,000 | +6.6% | 2,352 | -1.5% | 0.13% | 0.0% |
| Q4 2020 | $166,000 | – | 2,388 | – | 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% |