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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $957,000 | -16.9% | 12,901 | -8.6% | 0.28% | -7.5% |
| Q4 2021 | $1,151,000 | +7.6% | 14,120 | -0.2% | 0.31% | +31.2% |
| Q3 2021 | $1,070,000 | -3.6% | 14,147 | -0.5% | 0.23% | +10.9% |
| Q2 2021 | $1,110,000 | +0.5% | 14,219 | -3.3% | 0.21% | -1.9% |
| Q1 2021 | $1,105,000 | +10.0% | 14,708 | +1.5% | 0.22% | +20.1% |
| Q4 2020 | $1,005,000 | +21.4% | 14,491 | +0.4% | 0.18% | +5.3% |
| Q3 2020 | $828,000 | +5.6% | 14,433 | -1.0% | 0.17% | -0.6% |
| Q2 2020 | $784,000 | +24.6% | 14,575 | -0.8% | 0.17% | +9.6% |
| Q1 2020 | $629,000 | -29.3% | 14,693 | -5.7% | 0.16% | -12.8% |
| Q4 2019 | $890,000 | +5.8% | 15,586 | -0.4% | 0.18% | -4.3% |
| Q3 2019 | $841,000 | +1301.7% | 15,655 | +4165.7% | 0.19% | +1146.7% |
| Q4 2017 | $60,000 | – | 367 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FAS Wealth Partners, Inc. | 590,783 | $35,654,000 | 3.96% |
| ETFIDEA, LLC | 122,900 | $7,417,015 | 3.82% |
| Clarus Wealth Advisors | 82,101 | $5,104,000 | 3.64% |
| NorthRock Partners, LLC | 515,130 | $31,088,000 | 3.61% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 139,091 | $8,394,000 | 3.54% |
| LTG Capital LLC | 14,815 | $893,000 | 3.51% |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 45,796 | $2,764,000 | 2.91% |
| DENVER WEALTH MANAGEMENT, INC. | 46,407 | $2,801,000 | 2.65% |
| FIRST NATIONAL TRUST CO | 726,309 | $43,833,000 | 2.56% |
| Diligent Investors, LLC | 104,003 | $6,277,000 | 2.24% |