SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,102 | +9.2% | 5,917 | +13.1% | 0.51% | +0.4% |
| Q2 2023 | $374,795 | +14.0% | 5,231 | +8.9% | 0.50% | +7.2% |
| Q1 2023 | $328,705 | +4.7% | 4,803 | 0.0% | 0.47% | -2.9% |
| Q4 2022 | $313,811 | -4.9% | 4,803 | 0.0% | 0.48% | -1.8% |
| Q2 2022 | $330,000 | -19.5% | 4,803 | -13.1% | 0.49% | -10.8% |
| Q1 2022 | $410,000 | -14.2% | 5,530 | -5.7% | 0.55% | -10.1% |
| Q4 2021 | $478,000 | +7.7% | 5,865 | 0.0% | 0.62% | -0.3% |
| Q3 2021 | $444,000 | -2.4% | 5,865 | 0.0% | 0.62% | -4.0% |
| Q2 2021 | $455,000 | +3.2% | 5,865 | 0.0% | 0.64% | -6.8% |
| Q1 2021 | $441,000 | – | 5,865 | – | 0.69% | – |
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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% |