SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 245 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $257,308 | +8.1% | 3,938 | 0.0% | 0.15% | -2.6% |
| Q3 2022 | $238,000 | -2.5% | 3,938 | -0.8% | 0.16% | +2.0% |
| Q2 2022 | $244,000 | -15.0% | 3,970 | +2.7% | 0.15% | -18.7% |
| Q1 2022 | $287,000 | -0.7% | 3,865 | 0.0% | 0.19% | -10.5% |
| Q4 2021 | $289,000 | -1.0% | 3,865 | 0.0% | 0.21% | +2.5% |
| Q3 2021 | $292,000 | -2.7% | 3,865 | 0.0% | 0.20% | -3.8% |
| Q2 2021 | $300,000 | +3.4% | 3,865 | 0.0% | 0.21% | -10.2% |
| Q1 2021 | $290,000 | -2.4% | 3,865 | -9.9% | 0.24% | 0.0% |
| Q4 2020 | $297,000 | – | 4,290 | – | 0.24% | – |
Download | ||||||
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% |