SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,475,181 | -3.5% | 122,580 | 0.0% | 3.60% | +0.3% |
| Q2 2023 | $8,782,857 | +4.8% | 122,580 | +0.1% | 3.59% | -1.9% |
| Q1 2023 | $8,379,725 | +4.7% | 122,439 | -0.1% | 3.66% | -1.2% |
| Q4 2022 | $8,005,522 | +7.9% | 122,521 | -0.3% | 3.70% | -3.2% |
| Q3 2022 | $7,417,015 | +0.1% | 122,900 | +1.2% | 3.82% | +3.4% |
| Q2 2022 | $7,406,213 | -24.9% | 121,493 | -8.5% | 3.70% | -13.0% |
| Q1 2022 | $9,855,607 | -2.1% | 132,807 | +7.6% | 4.25% | +5.1% |
| Q4 2021 | $10,062,596 | – | 123,422 | – | 4.04% | – |
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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% |