SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,010,758 | -3.5% | 14,619 | +0.0% | 1.07% | +3.1% |
| Q2 2023 | $1,047,380 | +3.3% | 14,618 | -1.3% | 1.03% | -1.5% |
| Q1 2023 | $1,014,007 | +4.4% | 14,816 | -0.3% | 1.05% | +0.3% |
| Q4 2022 | $971,081 | +8.7% | 14,862 | +0.3% | 1.05% | -70.2% |
| Q3 2022 | $893,000 | -0.9% | 14,815 | +0.2% | 3.51% | +247.0% |
| Q2 2022 | $901,000 | -16.7% | 14,782 | +1.2% | 1.01% | +2.6% |
| Q1 2022 | $1,082,000 | -7.1% | 14,608 | +2.3% | 0.98% | +0.1% |
| Q4 2021 | $1,165,000 | – | 14,285 | – | 0.98% | – |
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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% |