COLDSTREAM CAPITAL MANAGEMENT INC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 215 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 5.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$725,277
-4.8%
30,4480.0%0.02%0.0%
Q2 2023$761,510
-0.1%
30,4480.0%0.02%
-7.7%
Q1 2023$762,423
+199.4%
30,448
+485.4%
0.03%
+188.9%
Q4 2022$254,673
-59.1%
5,201
-57.0%
0.01%
-30.8%
Q2 2022$622,000
+86.2%
12,102
+100.0%
0.01%
+8.3%
Q1 2022$334,000
-8.2%
6,0510.0%0.01%
+9.1%
Q4 2021$364,0000.0%6,051
-0.8%
0.01%
-38.9%
Q3 2021$364,000
+27.7%
6,102
+29.9%
0.02%
+63.6%
Q2 2021$285,000
-9.2%
4,696
-11.7%
0.01%
-57.7%
Q4 2019$314,000
-0.6%
5,3170.0%0.03%
-3.7%
Q3 2019$316,000
+1.6%
5,3170.0%0.03%
+3.8%
Q2 2019$311,000
+2.0%
5,317
+0.1%
0.03%
-3.7%
Q1 2019$305,000
-18.9%
5,313
-20.7%
0.03%
-27.0%
Q4 2018$376,000
-30.8%
6,701
-30.6%
0.04%
-24.5%
Q3 2018$543,000
-1.8%
9,657
-1.4%
0.05%
-12.5%
Q2 2018$553,000
-43.0%
9,790
-43.8%
0.06%
-46.7%
Q1 2018$971,000
-27.4%
17,413
-27.5%
0.10%
-27.6%
Q4 2017$1,337,000
-42.0%
24,022
-40.5%
0.14%
-45.9%
Q3 2017$2,304,000
-5.9%
40,347
-6.3%
0.27%
-15.2%
Q2 2017$2,448,000
-0.6%
43,062
-1.0%
0.32%
-7.1%
Q1 2017$2,462,000
-13.6%
43,498
-14.6%
0.34%
-26.7%
Q4 2016$2,849,000
+189.8%
50,905
+187.0%
0.46%
+80.5%
Q2 2015$983,000
+7.4%
17,735
+11.6%
0.26%
+2.0%
Q1 2015$915,000
+54.3%
15,893
+54.7%
0.25%
+52.7%
Q4 2014$593,000
+33.9%
10,275
+31.9%
0.16%
+31.0%
Q3 2014$443,000
-4.9%
7,792
-5.8%
0.13%
-8.0%
Q2 2014$466,000
-12.1%
8,276
-14.7%
0.14%
-20.3%
Q1 2014$530,000
-18.1%
9,704
-23.5%
0.17%
-17.3%
Q4 2013$647,000
-4.6%
12,679
-2.2%
0.21%
-6.7%
Q3 2013$678,000
-16.7%
12,963
-14.2%
0.22%
-18.9%
Q2 2013$814,00015,1070.28%
Other shareholders
SPDR SER TR shareholders Q3 2021
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