IMA Wealth, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 61 filers reported holding SPDR SER TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$44,067
-4.8%
1,8500.0%0.01%
-8.3%
Q2 2023$46,269
-0.1%
1,8500.0%0.01%0.0%
Q1 2023$46,324
+286.0%
1,850
+825.0%
0.01%
+300.0%
Q1 2021$12,000
+9.1%
200
+5.3%
0.00%
-25.0%
Q2 2020$11,000
+10.0%
1900.0%0.00%0.0%
Q1 2020$10,000
-9.1%
1900.0%0.00%0.0%
Q4 2019$11,0000.0%1900.0%0.00%0.0%
Q3 2019$11,0000.0%1900.0%0.00%0.0%
Q2 2019$11,0000.0%1900.0%0.00%0.0%
Q1 2019$11,0000.0%1900.0%0.00%
-20.0%
Q4 2018$11,0000.0%1900.0%0.01%
+25.0%
Q3 2018$11,000
-68.6%
190
-69.4%
0.00%
-73.3%
Q2 2018$35,000
-86.6%
620
-86.9%
0.02%
-88.0%
Q2 2015$262,000
-3.7%
4,7300.0%0.12%
-5.3%
Q1 2015$272,0004,7300.13%
Other shareholders
SPDR SER TR shareholders Q3 2015
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