SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 158 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,134,917 | +4.4% | 31,194 | -0.4% | 1.43% | -1.0% |
| Q4 2022 | $2,045,730 | +6.1% | 31,309 | -2.0% | 1.44% | +6.5% |
| Q3 2022 | $1,928,000 | -1.7% | 31,954 | -0.7% | 1.35% | +4.7% |
| Q2 2022 | $1,961,000 | -17.0% | 32,174 | +1.1% | 1.29% | -0.1% |
| Q1 2022 | $2,362,000 | -8.4% | 31,834 | +0.6% | 1.29% | -6.0% |
| Q4 2021 | $2,579,000 | +7.0% | 31,636 | -0.7% | 1.38% | -0.6% |
| Q3 2021 | $2,410,000 | +24.3% | 31,856 | -5.7% | 1.38% | -14.5% |
| Q3 2020 | $1,939,000 | +2.2% | 33,793 | -4.3% | 1.62% | -5.4% |
| Q2 2020 | $1,898,000 | +24.3% | 35,293 | -1.0% | 1.71% | -2.3% |
| Q1 2020 | $1,527,000 | -27.1% | 35,653 | -2.9% | 1.75% | -5.1% |
| Q4 2019 | $2,095,000 | +2.1% | 36,703 | -3.9% | 1.85% | -4.6% |
| Q3 2019 | $2,052,000 | -2.4% | 38,193 | -1.4% | 1.94% | -3.7% |
| Q2 2019 | $2,103,000 | -0.8% | 38,748 | +1.8% | 2.01% | -8.0% |
| Q2 2018 | $2,121,000 | +10.9% | 38,059 | +213.2% | 2.18% | -13.5% |
| Q1 2018 | $1,913,000 | – | 12,153 | – | 2.53% | – |
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% |