SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 262 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,970 | -3.5% | 3,384 | 0.0% | 0.16% | +1.3% |
| Q2 2023 | $242,464 | -6.0% | 3,384 | -10.2% | 0.15% | -15.8% |
| Q1 2023 | $257,813 | +0.5% | 3,767 | -4.1% | 0.18% | -3.2% |
| Q4 2022 | $256,656 | +8.3% | 3,928 | 0.0% | 0.19% | -1.0% |
| Q3 2022 | $237,000 | -11.9% | 3,928 | -11.0% | 0.19% | -8.2% |
| Q2 2022 | $269,000 | -30.7% | 4,412 | -15.6% | 0.21% | -18.4% |
| Q1 2022 | $388,000 | -10.2% | 5,225 | -1.5% | 0.26% | -8.3% |
| Q4 2021 | $432,000 | -4.6% | 5,303 | -11.5% | 0.28% | -10.9% |
| Q3 2021 | $453,000 | -2.8% | 5,990 | -0.3% | 0.31% | -4.9% |
| Q2 2021 | $466,000 | -2.9% | 6,011 | -5.9% | 0.33% | -13.2% |
| Q1 2021 | $480,000 | -29.3% | 6,388 | -34.8% | 0.38% | -41.7% |
| Q4 2020 | $679,000 | – | 9,799 | – | 0.65% | – |
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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% |