SHEETS SMITH WEALTH MANAGEMENT - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 85 filers reported holding SPDR SER TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$215,648
-2.4%
9,053
+2.5%
0.03%
+3.1%
Q2 2023$220,844
+0.1%
8,830
+0.2%
0.03%
-5.9%
Q1 2023$220,546
+2.4%
8,808
+100.3%
0.03%0.0%
Q4 2022$215,318
-21.7%
4,397
-23.3%
0.03%
-26.1%
Q3 2022$275,000
+12.2%
5,733
+20.1%
0.05%
+15.0%
Q2 2022$245,000
-3.5%
4,773
+3.4%
0.04%
+14.3%
Q1 2022$254,000
-12.1%
4,615
-4.1%
0.04%
-2.8%
Q4 2021$289,000
+0.3%
4,810
+0.2%
0.04%
-7.7%
Q3 2021$288,000
-1.0%
4,800
+0.1%
0.04%0.0%
Q2 2021$291,000
+2.5%
4,793
+0.2%
0.04%
-7.1%
Q1 2021$284,000
-4.1%
4,785
-4.5%
0.04%
-6.7%
Q4 2020$296,000
+4.2%
5,012
+0.3%
0.04%
-8.2%
Q3 2020$284,000
-23.9%
4,999
-24.4%
0.05%
-34.7%
Q2 2020$373,000
-15.4%
6,615
-17.9%
0.08%
-18.5%
Q1 2020$441,000
+4.5%
8,055
+12.7%
0.09%
+13.6%
Q4 2019$422,000
+23.0%
7,149
+23.6%
0.08%
+14.1%
Q3 2019$343,000
+4.9%
5,786
+3.3%
0.07%
+6.0%
Q2 2019$327,000
+1.9%
5,601
+0.2%
0.07%
-2.9%
Q1 2019$321,000
+7.4%
5,590
+4.8%
0.07%
-14.8%
Q4 2018$299,000
+15.0%
5,333
+15.4%
0.08%
+50.0%
Q3 2018$260,000
-20.2%
4,620
-21.1%
0.05%
-30.8%
Q1 2018$326,000
+0.3%
5,856
+0.2%
0.08%
+1.3%
Q4 2017$325,000
+1.2%
5,846
+4.0%
0.08%
-4.9%
Q3 2017$321,000
+0.6%
5,621
+0.2%
0.08%
-3.6%
Q2 2017$319,000
+0.6%
5,607
+0.1%
0.08%0.0%
Q1 2017$317,000
+9.3%
5,599
+8.1%
0.08%
+3.7%
Q4 2016$290,000
-9.1%
5,181
-3.7%
0.08%
-10.0%
Q3 2016$319,000
-0.6%
5,379
+0.1%
0.09%
-3.2%
Q2 2016$321,000
+3.9%
5,371
+0.2%
0.09%
-2.1%
Q1 2016$309,000
+1.3%
5,359
+0.2%
0.10%
+3.3%
Q4 2015$305,000
+1.0%
5,348
+0.2%
0.09%
-9.8%
Q3 2015$302,000
-1.3%
5,336
-3.4%
0.10%
+21.4%
Q2 2015$306,000
+33.0%
5,521
+38.2%
0.08%
+31.2%
Q1 2015$230,000
+5.0%
3,995
+3.8%
0.06%
+6.7%
Q3 2014$219,0003,8490.06%
Other shareholders
SPDR SER TR shareholders Q2 2016
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