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 | $213,647 | -2.6% | 3,090 | +0.9% | 0.11% | 0.0% |
| Q2 2023 | $219,327 | +1.8% | 3,061 | -2.8% | 0.11% | -6.8% |
| Q1 2023 | $215,518 | -0.7% | 3,149 | -5.2% | 0.12% | -9.3% |
| Q4 2022 | $216,981 | +6.9% | 3,321 | +33.1% | 0.13% | +1.6% |
| Q4 2021 | $203,000 | +14.0% | 2,495 | +6.0% | 0.13% | +12.4% |
| Q3 2021 | $178,000 | -3.3% | 2,353 | -1.0% | 0.11% | -5.8% |
| Q2 2021 | $184,000 | +3.4% | 2,376 | +0.1% | 0.12% | -5.5% |
| Q1 2021 | $178,000 | +9.2% | 2,373 | +0.8% | 0.13% | -3.1% |
| Q4 2020 | $163,000 | – | 2,353 | – | 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% |