APPLETON PARTNERS INC/MA - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$261
+13.5%
3,5530.0%0.02%
+5.0%
Q3 2023$230
-21.8%
3,553
-16.8%
0.02%
-20.0%
Q2 2023$294
+3.9%
4,270
-0.5%
0.02%0.0%
Q1 2023$283
+1.8%
4,2900.0%0.02%
-3.8%
Q4 2022$278
-99.9%
4,290
-0.7%
0.03%
+4.0%
Q3 2022$250,000
-4.2%
4,3200.0%0.02%0.0%
Q2 2022$261,000
-16.1%
4,320
-2.3%
0.02%0.0%
Q1 2022$311,000
-1.0%
4,4200.0%0.02%
+4.2%
Q4 2021$314,000
+6.8%
4,420
-0.6%
0.02%0.0%
Q3 2021$294,000
-2.0%
4,4450.0%0.02%
-7.7%
Q2 2021$300,000
+3.1%
4,4450.0%0.03%
-3.7%
Q1 2021$291,000
+26.5%
4,445
+7.2%
0.03%
+17.4%
Q4 2020$230,000
+12.7%
4,145
-12.0%
0.02%0.0%
Q3 2020$204,000
-12.8%
4,710
-14.1%
0.02%
-17.9%
Q2 2020$234,000
-15.5%
5,485
-30.2%
0.03%
-26.3%
Q1 2020$277,000
-40.2%
7,855
-7.0%
0.04%
-25.5%
Q4 2019$463,000
+5.9%
8,445
-0.7%
0.05%
-3.8%
Q3 2019$437,000
-12.6%
8,506
-12.5%
0.05%
-14.5%
Q2 2019$500,000
-18.4%
9,726
-20.1%
0.06%
-23.5%
Q1 2019$613,000
-1.4%
12,166
-13.2%
0.08%
-12.9%
Q4 2018$622,000
-41.7%
14,019
-29.4%
0.09%
-34.5%
Q3 2018$1,067,000
-16.0%
19,854
-18.6%
0.14%
-22.0%
Q2 2018$1,270,000
-27.6%
24,402
+38.4%
0.18%
-31.6%
Q1 2018$1,754,000
-35.3%
17,636
-33.1%
0.27%
-36.8%
Q4 2017$2,712,000
-13.1%
26,374
-16.3%
0.42%
-20.0%
Q3 2017$3,121,000
+8.3%
31,522
+5.3%
0.53%
+8.7%
Q2 2017$2,882,000
+24.9%
29,927
+24.9%
0.48%
+13.9%
Q1 2017$2,308,00023,9520.42%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Pacific Financial 342,476$22,213,0239.90%
Michael S. Ryan, Inc. 163,254$9,969,8979.52%
Lutz Financial Services LLC 607,312$39,390,2574.29%
NorthRock Partners, LLC 630,470$40,892,2834.27%
Retirement Group, LLC 140,957$9,142,4503.81%
ABLE Financial Group, LLC 116,806$7,576,0543.78%
Cordatus Wealth Management LLC 58,163$3,7723.45%
FAS Wealth Partners, Inc. 491,461$31,876,1293.41%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,098,350$71,2392.74%
ERn Financial, LLC 193,153$12,527,9132.72%
View complete list of SPDR SER TR shareholders