SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,890 | +52.2% | 3,455 | +57.7% | 0.00% | – |
| Q2 2023 | $156,997 | -41.4% | 2,191 | -44.0% | 0.00% | – |
| Q1 2023 | $267,896 | +132.8% | 3,914 | +122.3% | 0.00% | – |
| Q4 2022 | $115,074 | -30.7% | 1,761 | -35.6% | 0.00% | – |
| Q3 2022 | $166,000 | +64.4% | 2,736 | +64.9% | 0.00% | – |
| Q2 2022 | $101,000 | -29.9% | 1,659 | -14.2% | 0.00% | – |
| Q1 2022 | $144,000 | -4.0% | 1,934 | +5.5% | 0.00% | – |
| Q4 2021 | $150,000 | -27.5% | 1,834 | -32.9% | 0.00% | – |
| Q3 2021 | $207,000 | -5.5% | 2,734 | -3.1% | 0.00% | – |
| Q2 2021 | $219,000 | -3.9% | 2,822 | -7.0% | 0.00% | – |
| Q1 2021 | $228,000 | +16.3% | 3,035 | +7.4% | 0.00% | – |
| Q4 2020 | $196,000 | +15.3% | 2,827 | -4.8% | 0.00% | – |
| Q3 2020 | $170,000 | +17.2% | 2,971 | +10.5% | 0.00% | – |
| Q2 2020 | $145,000 | +29.5% | 2,688 | +2.8% | 0.00% | – |
| Q1 2020 | $112,000 | -8.9% | 2,614 | +21.4% | 0.00% | – |
| Q4 2019 | $123,000 | +7.9% | 2,154 | +1.4% | 0.00% | – |
| Q3 2019 | $114,000 | -2.6% | 2,124 | -1.6% | 0.00% | – |
| Q2 2019 | $117,000 | -1.7% | 2,158 | -4.8% | 0.00% | – |
| Q1 2019 | $119,000 | -17.4% | 2,266 | -27.7% | 0.00% | – |
| Q4 2018 | $144,000 | +22.0% | 3,133 | +48.6% | 0.00% | – |
| Q3 2018 | $118,000 | – | 2,108 | – | 0.00% | – |
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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% |