BAR HARBOR WEALTH MANAGEMENT - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 248 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.66 and the average weighting 0.3%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$363,207
-4.8%
15,2480.0%0.03%0.0%
Q2 2023$381,352
-0.1%
15,2480.0%0.03%
-3.3%
Q1 2023$381,810
+2.3%
15,248
+100.0%
0.03%0.0%
Q4 2022$373,347
+2.3%
7,6240.0%0.03%
-3.2%
Q3 2022$365,000
-6.9%
7,6240.0%0.03%0.0%
Q2 2022$392,000
-6.7%
7,6240.0%0.03%
-18.4%
Q1 2022$420,000
-8.3%
7,6240.0%0.04%
-2.6%
Q4 2021$458,000
+0.2%
7,6240.0%0.04%
-9.3%
Q3 2021$457,000
-1.5%
7,6240.0%0.04%0.0%
Q2 2021$464,000
+2.7%
7,6240.0%0.04%
-2.3%
Q1 2021$452,000
+0.4%
7,6240.0%0.04%
-2.2%
Q4 2020$450,000
+3.7%
7,6240.0%0.04%
-6.2%
Q3 2020$434,000
+0.9%
7,6240.0%0.05%
-4.0%
Q2 2020$430,000
+3.1%
7,6240.0%0.05%
-10.7%
Q1 2020$417,000
-7.3%
7,6240.0%0.06%
+14.3%
Q4 2019$450,000
-0.7%
7,6240.0%0.05%
-7.5%
Q3 2019$453,000
+1.6%
7,6240.0%0.05%
+1.9%
Q2 2019$446,000
+1.8%
7,6240.0%0.05%
-1.9%
Q1 2019$438,000
+2.3%
7,6240.0%0.05%
-7.0%
Q4 2018$428,000
-0.2%
7,6240.0%0.06%
+16.3%
Q3 2018$429,000
-0.5%
7,6240.0%0.05%
-5.8%
Q2 2018$431,000
+1.4%
7,6240.0%0.05%0.0%
Q1 2018$425,000
+0.2%
7,6240.0%0.05%
+6.1%
Q4 2017$424,0007,6240.05%
Other shareholders
SPDR SER TR shareholders Q1 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