SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,064,077 | -18.2% | 15,390 | -15.2% | 0.02% | -16.7% |
| Q2 2023 | $1,301,015 | -1.4% | 18,158 | -5.8% | 0.02% | -10.0% |
| Q1 2023 | $1,319,363 | -1.0% | 19,278 | -5.5% | 0.02% | -4.8% |
| Q4 2022 | $1,332,312 | +7.1% | 20,390 | -1.1% | 0.02% | -4.5% |
| Q3 2022 | $1,244,366 | +102.3% | 20,619 | +104.4% | 0.02% | +83.3% |
| Q2 2022 | $615,000 | +49.3% | 10,087 | +81.6% | 0.01% | +71.4% |
| Q1 2022 | $412,000 | – | 5,553 | – | 0.01% | – |
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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% |