SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,936 | -3.5% | 7,144 | 0.0% | 0.22% | -10.7% |
| Q2 2023 | $511,868 | +4.7% | 7,144 | 0.0% | 0.25% | -0.4% |
| Q1 2023 | $488,935 | +4.7% | 7,144 | 0.0% | 0.25% | +2.8% |
| Q4 2022 | $466,789 | +8.3% | 7,144 | 0.0% | 0.25% | +3.8% |
| Q3 2022 | $431,000 | -0.9% | 7,144 | 0.0% | 0.24% | +9.2% |
| Q2 2022 | $435,000 | -17.9% | 7,144 | 0.0% | 0.22% | -0.5% |
| Q1 2022 | $530,000 | -8.9% | 7,144 | 0.0% | 0.22% | -15.2% |
| Q4 2021 | $582,000 | +7.8% | 7,144 | 0.0% | 0.26% | -11.4% |
| Q3 2021 | $540,000 | -2.5% | 7,144 | 0.0% | 0.29% | -3.3% |
| Q2 2021 | $554,000 | +3.2% | 7,144 | 0.0% | 0.30% | -18.5% |
| Q1 2021 | $537,000 | +8.5% | 7,144 | 0.0% | 0.37% | -14.6% |
| Q4 2020 | $495,000 | – | 7,144 | – | 0.43% | – |
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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% |