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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $49,277 | +60.5% | 720 | +53.2% | 0.00% | – |
| Q4 2022 | $30,710 | +9.7% | 470 | 0.0% | 0.00% | – |
| Q3 2022 | $28,000 | -3.4% | 470 | 0.0% | 0.00% | – |
| Q2 2022 | $29,000 | -38.3% | 470 | -25.2% | 0.00% | – |
| Q1 2022 | $47,000 | +23.7% | 628 | +33.6% | 0.00% | – |
| Q4 2021 | $38,000 | -67.0% | 470 | -69.2% | 0.00% | – |
| Q3 2021 | $115,000 | +0.9% | 1,526 | +4.2% | 0.00% | -100.0% |
| Q2 2021 | $114,000 | -53.8% | 1,465 | -55.4% | 0.00% | 0.0% |
| Q1 2021 | $247,000 | +8.3% | 3,285 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $228,000 | -23.0% | 3,285 | -36.3% | 0.00% | -50.0% |
| Q3 2020 | $296,000 | +6.9% | 5,153 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $277,000 | +246.2% | 5,153 | +175.9% | 0.00% | +100.0% |
| Q1 2020 | $80,000 | -20.0% | 1,868 | -14.5% | 0.00% | 0.0% |
| Q4 2018 | $100,000 | +4900.0% | 2,184 | +21740.0% | 0.00% | – |
| Q4 2017 | $2,000 | – | 10 | – | 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% |