SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,767 | +4.9% | 153,504 | +7.1% | 0.79% | -34.2% |
| Q2 2023 | $10,262 | -2.6% | 143,269 | -6.9% | 1.20% | -11.2% |
| Q1 2023 | $10,536 | -99.9% | 153,947 | +6.5% | 1.35% | +4.2% |
| Q4 2022 | $9,447,294 | +11.2% | 144,587 | +2.7% | 1.30% | +15.4% |
| Q3 2022 | $8,495,000 | -53.6% | 140,762 | -51.9% | 1.12% | -10.4% |
| Q2 2022 | $18,312,000 | – | 292,599 | – | 1.25% | – |
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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% |