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 | $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 ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |