LPL Financial LLC - 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
LPL Financial LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$52,327,666
+2.5%
2,196,795
+7.6%
0.04%
+2.8%
Q2 2023$51,047,465
+6.5%
2,041,082
+6.6%
0.04%
-2.7%
Q1 2023$47,932,888
+9.1%
1,914,253
+113.3%
0.04%
-2.6%
Q4 2022$43,948,057
+28.5%
897,449
+25.7%
0.04%
+15.2%
Q3 2022$34,214,000
+2.5%
713,979
+9.9%
0.03%
+3.1%
Q2 2022$33,368,000
+13.0%
649,444
+21.3%
0.03%
+28.0%
Q1 2022$29,536,000
-9.8%
535,558
-1.8%
0.02%
-7.4%
Q4 2021$32,751,000
+8.8%
545,124
+8.5%
0.03%
-3.6%
Q3 2021$30,109,000
+19.8%
502,238
+21.5%
0.03%
+12.0%
Q2 2021$25,140,000
+7.2%
413,356
+4.6%
0.02%
-7.4%
Q1 2021$23,446,000
+3.4%
395,186
+2.8%
0.03%
-6.9%
Q4 2020$22,680,000
+0.2%
384,476
-3.4%
0.03%
-17.1%
Q3 2020$22,634,000
+5.5%
398,074
+4.6%
0.04%
-5.4%
Q2 2020$21,452,000
+8.9%
380,625
+5.8%
0.04%
-11.9%
Q1 2020$19,690,000
+3.6%
359,831
+11.7%
0.04%
+20.0%
Q4 2019$18,998,000
+11.6%
322,005
+12.3%
0.04%0.0%
Q3 2019$17,027,000
+39.9%
286,787
+37.7%
0.04%
+34.6%
Q2 2019$12,170,000
+31.4%
208,217
+29.2%
0.03%
+23.8%
Q1 2019$9,259,000
+17.7%
161,133
+14.8%
0.02%0.0%
Q4 2018$7,869,000
+149.4%
140,323
+150.2%
0.02%
+162.5%
Q3 2018$3,155,000
+46.3%
56,078
+46.9%
0.01%
+33.3%
Q2 2018$2,156,000
+14.9%
38,164
+13.3%
0.01%
+20.0%
Q1 2018$1,877,000
-8.2%
33,682
-8.3%
0.01%
-16.7%
Q4 2017$2,044,000
-14.1%
36,718
-11.9%
0.01%
-25.0%
Q3 2017$2,380,000
+3.6%
41,676
+3.1%
0.01%
-11.1%
Q2 2017$2,297,000
-14.5%
40,413
-14.9%
0.01%
-50.0%
Q1 2017$2,688,000
-6.2%
47,502
-7.0%
0.02%
-18.2%
Q4 2016$2,866,000
-24.6%
51,103
-20.6%
0.02%
-38.9%
Q3 2016$3,800,000
+15.7%
64,357
+17.1%
0.04%
+28.6%
Q2 2016$3,284,000
-45.3%
54,965
-47.2%
0.03%
+64.7%
Q1 2016$6,004,000
+30.5%
104,033
+29.3%
0.02%
+30.8%
Q4 2015$4,600,000
+121.8%
80,488
+118.9%
0.01%
+18.2%
Q3 2015$2,074,000
-8.4%
36,761
-9.8%
0.01%0.0%
Q2 2015$2,263,000
-30.9%
40,733
-28.2%
0.01%
-35.3%
Q1 2015$3,275,000
+152.7%
56,743
+152.5%
0.02%
+142.9%
Q4 2014$1,296,000
+107.4%
22,469
+104.4%
0.01%
+75.0%
Q3 2014$625,000
-12.7%
10,991
-13.6%
0.00%0.0%
Q2 2014$716,000
+3.6%
12,716
+0.6%
0.00%0.0%
Q1 2014$691,000
+12.4%
12,634
+4.9%
0.00%0.0%
Q4 2013$615,000
+4.1%
12,048
+4.5%
0.00%0.0%
Q3 2013$591,000
-52.8%
11,525
-50.4%
0.00%
-55.6%
Q2 2013$1,252,00023,2360.01%
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