GIRARD PARTNERS LTD. - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 232 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.

Quarter-by-quarter ownership
GIRARD PARTNERS LTD. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$372,000
-55.7%
7,776
-52.4%
0.05%
-54.2%
Q2 2022$839,000
-3.1%
16,338
+4.0%
0.11%
+12.6%
Q1 2022$866,000
-17.4%
15,704
-10.1%
0.10%
-16.7%
Q4 2021$1,049,000
-41.8%
17,472
+9.6%
0.11%0.0%
Q3 2021$1,802,000
+102.9%
15,944
+9.2%
0.11%0.0%
Q2 2021$888,000
+9.2%
14,607
+6.5%
0.11%
-2.6%
Q1 2021$813,000
+6.8%
13,715
+6.2%
0.12%0.0%
Q4 2020$761,000
+38.1%
12,913
+33.2%
0.12%
+27.2%
Q3 2020$551,000
+9.1%
9,693
+8.1%
0.09%
+1.1%
Q2 2020$505,000
+16.1%
8,967
+12.6%
0.09%
+4.6%
Q1 2020$435,000
+13.6%
7,966
+22.5%
0.09%
+38.1%
Q4 2019$383,000
+14.3%
6,505
+14.9%
0.06%
+1.6%
Q3 2019$335,000
+15.1%
5,659
+13.3%
0.06%
+21.6%
Q2 2019$291,000
+16.4%
4,994
+14.5%
0.05%
+8.5%
Q1 2019$250,000
+4.2%
4,360
+1.6%
0.05%
-6.0%
Q4 2018$240,000
+4.8%
4,290
+5.3%
0.05%
+22.0%
Q3 2018$229,000
+1.8%
4,074
+2.3%
0.04%
-2.4%
Q2 2018$225,000
+7.1%
3,982
+5.6%
0.04%
-14.3%
Q1 2018$210,0003,7700.05%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 541,457$12,897,5064.42%
Revolve Wealth Partners, LLC 724,261$17,251,8923.97%
Collaborative Wealth Managment Inc. 246,102$5,862,1513.50%
Erickson Financial Group, LLC 156,095$3,718,1833.48%
Private Ocean, LLC 1,114,426$26,545,6263.37%
Avantax Planning Partners, Inc. 3,021,719$71,977,3473.01%
Orcam Financial Group 90,974$2,166,9902.92%
Running Point Capital Advisors, LLC 158,704$3,780,3292.19%
QP WEALTH MANAGEMENT, LLC 45,803$1,091,0271.90%
High Net Worth Advisory Group LLC 190,751$4,543,7141.82%
View complete list of SPDR SER TR shareholders