SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 251 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $188,406 | -6.3% | 2,725 | -7.2% | 0.00% | 0.0% |
| Q2 2023 | $201,076 | 0.0% | 2,938 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $201,076 | +12.9% | 2,938 | +7.8% | 0.00% | 0.0% |
| Q4 2022 | $178,051 | +9.2% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $163,000 | -1.2% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $165,000 | -17.9% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $201,000 | -9.0% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $221,000 | +7.8% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $205,000 | -2.4% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $210,000 | +2.9% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $204,000 | +8.5% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $188,000 | +20.5% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $156,000 | +7.6% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $145,000 | -5.8% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $154,000 | 0.0% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $154,000 | +6.2% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $145,000 | -1.4% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $147,000 | +3.5% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $142,000 | +14.5% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $124,000 | +27.8% | 2,725 | +51.4% | 0.00% | – |
| Q2 2018 | $97,000 | +4.3% | 1,800 | +200.0% | 0.00% | – |
| Q1 2018 | $93,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q4 2017 | $93,000 | +5.7% | 600 | 0.0% | 0.00% | – |
| Q3 2017 | $88,000 | +6.0% | 600 | 0.0% | 0.00% | – |
| Q2 2017 | $83,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q1 2017 | $83,000 | +5.1% | 600 | 0.0% | 0.00% | – |
| Q4 2016 | $79,000 | +3.9% | 600 | 0.0% | 0.00% | – |
| Q3 2016 | $76,000 | +4.1% | 600 | 0.0% | 0.00% | – |
| Q2 2016 | $73,000 | +2.8% | 600 | 0.0% | 0.00% | – |
| Q1 2016 | $71,000 | +1.4% | 600 | 0.0% | 0.00% | – |
| Q4 2015 | $70,000 | +1.4% | 600 | 0.0% | 0.00% | -100.0% |
| Q3 2015 | $69,000 | -8.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $75,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $75,000 | +5.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $71,000 | +6.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $67,000 | -2.9% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $69,000 | +1.5% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $68,000 | +1.5% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $67,000 | +8.1% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $62,000 | +8.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $57,000 | – | 600 | – | 0.00% | – |
Download | ||||||
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% |