SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| Shakespeare Wealth Management, LLC | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |