YHB Investment Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 269 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$780,413
+2.1%
9,284
+6.0%
0.07%
-1.5%
Q1 2024$764,573
+1.5%
8,759
-12.0%
0.07%
-6.8%
Q4 2023$753,057
+8.5%
9,952
-0.8%
0.07%
+14.1%
Q3 2023$693,768
-0.9%
10,034
+2.7%
0.06%
-1.5%
Q2 2023$699,951
+4.4%
9,769
-0.3%
0.06%
-3.0%
Q1 2023$670,691
+9.1%
9,800
+4.2%
0.07%
+1.5%
Q4 2022$614,696
+4.4%
9,408
-3.7%
0.07%
+1.5%
Q3 2022$589,000
-15.6%
9,766
-14.7%
0.06%
-12.2%
Q2 2022$698,000
-17.0%
11,444
+1.0%
0.07%0.0%
Q1 2022$841,000
-17.1%
11,329
-9.0%
0.07%
-7.5%
Q4 2021$1,014,000
+10.8%
12,443
+2.9%
0.08%
+1.3%
Q3 2021$915,000
-0.5%
12,091
+1.9%
0.08%
+1.3%
Q2 2021$920,000
+9.5%
11,867
+11.2%
0.08%
+6.8%
Q1 2021$840,000
+32.3%
10,674
+16.5%
0.07%
+21.7%
Q4 2020$635,000
+29.1%
9,159
+6.8%
0.06%
+13.2%
Q3 2020$492,0008,5780.05%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 60,728$15,669,0007.66%
Tradewinds Capital Management, LLC 17,650$2,056,0001.56%
Courage Miller Partners, LLC 7,143$832,0000.61%
Asset Management Group, Inc. 6,565$765,0000.41%
CABOT WEALTH MANAGEMENT INC 9,453$1,101,0000.28%
B. Riley Wealth Advisors, Inc. 11,850$688,050,0000.16%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2,665$310,476,0000.15%
CONDOR CAPITAL MANAGEMENT 4,610$537,0000.15%
Avidian Wealth Solutions, LLC 2,259$263,0000.10%
Freedom Investment Management, Inc. 4,337$505,0000.08%
View complete list of SPDR SER TR shareholders