SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 358 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $521,150 | +16.8% | 5,937 | +16.1% | 0.45% | +5.1% |
| Q1 2024 | $446,226 | -0.3% | 5,112 | -13.6% | 0.43% | -15.3% |
| Q4 2023 | $447,748 | +9.4% | 5,917 | 0.0% | 0.51% | +0.6% |
| 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 ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 24,977 | $10,327,757 | 10.23% |
| Parcion Private Wealth LLC | 584,377 | $39,994,791 | 4.18% |
| ETFIDEA, LLC | 122,439 | $8,379,725 | 3.66% |
| FIRST NATIONAL TRUST CO | 999,705 | $68,419,809 | 3.64% |
| Shakespeare Wealth Management, LLC | 148,153 | $10,139,618 | 3.60% |
| NorthRock Partners, LLC | 470,825 | $32,223,268 | 3.43% |
| FAS Wealth Partners, Inc. | 385,829 | $26,406,160 | 2.86% |
| Diligent Investors, LLC | 103,598 | $7,090,245 | 2.19% |
| Rodgers & Associates, LTD | 183,701 | $12,572,486 | 1.95% |
| Barden Capital Management, Inc. | 29,604 | $2,026,125 | 1.94% |