SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,634 | -22.0% | 3,133 | -19.1% | 0.01% | -21.4% |
| Q2 2023 | $277,605 | +4.8% | 3,874 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $264,951 | +4.8% | 3,871 | +0.1% | 0.01% | -6.7% |
| Q4 2022 | $252,788 | +0.3% | 3,869 | -6.3% | 0.02% | -11.8% |
| Q3 2022 | $252,000 | 0.0% | 4,131 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $252,000 | -27.6% | 4,131 | -3.3% | 0.02% | -19.0% |
| Q4 2021 | $348,000 | -84.9% | 4,271 | -86.0% | 0.02% | -71.6% |
| Q3 2021 | $2,311,000 | -3.6% | 30,545 | -1.2% | 0.07% | -2.6% |
| Q2 2021 | $2,398,000 | -0.2% | 30,931 | -3.4% | 0.08% | -12.6% |
| Q1 2021 | $2,404,000 | – | 32,010 | – | 0.09% | – |
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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% |