ASPIRIANT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 254 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
ASPIRIANT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$2,234,000
-23.6%
40,500
-16.8%
0.12%
-21.2%
Q4 2021$2,924,000
+0.2%
48,6690.0%0.16%
-8.8%
Q3 2021$2,919,000
+1.1%
48,669
+2.5%
0.17%
+4.9%
Q2 2021$2,888,000
-25.4%
47,496
-27.2%
0.16%
-34.0%
Q1 2021$3,871,000
-5.6%
65,254
-6.1%
0.25%
-11.8%
Q4 2020$4,100,000
+1798.1%
69,491
+1797.1%
0.28%
+1300.0%
Q4 2019$216,000
-25.8%
3,663
-25.4%
0.02%
-23.1%
Q3 2019$291,000
+1.4%
4,9070.0%0.03%
+8.3%
Q2 2019$287,000
+1.8%
4,9070.0%0.02%
+4.3%
Q1 2019$282,000
+2.5%
4,9070.0%0.02%
+9.5%
Q4 2018$275,000
-0.4%
4,9070.0%0.02%
-12.5%
Q3 2018$276,000
-0.4%
4,9070.0%0.02%0.0%
Q2 2018$277,000
+1.1%
4,9070.0%0.02%0.0%
Q1 2018$274,000
-2.1%
4,9070.0%0.02%
+4.3%
Q3 2017$280,000
-31.2%
4,907
-31.5%
0.02%
-34.3%
Q2 2017$407,000
+0.2%
7,1670.0%0.04%0.0%
Q1 2017$406,000
+1.2%
7,1670.0%0.04%
-2.8%
Q4 2016$401,000
-40.1%
7,167
-36.4%
0.04%
-46.3%
Q3 2016$669,000
-0.7%
11,2690.0%0.07%
+4.7%
Q2 2016$674,000
-3.7%
11,269
-7.1%
0.06%
-4.5%
Q1 2016$700,000
+129.5%
12,131
+126.9%
0.07%
+97.1%
Q4 2015$305,000
+0.7%
5,3460.0%0.03%
+36.0%
Q3 2015$303,000
+3.1%
5,346
+0.8%
0.02%
-13.8%
Q2 2015$294,000
-2.6%
5,305
+1.2%
0.03%
-25.6%
Q1 2015$302,000
-61.1%
5,244
-61.1%
0.04%
-62.5%
Q4 2014$777,000
-13.6%
13,474
-14.9%
0.10%
-17.5%
Q3 2014$899,000
+5.0%
15,830
+4.1%
0.13%
+6.8%
Q2 2014$856,000
+3.0%
15,2040.0%0.12%
-1.7%
Q1 2014$831,000
+7.1%
15,2040.0%0.12%
-0.8%
Q4 2013$776,00015,2040.12%
Other shareholders
SPDR SER TR shareholders Q2 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