Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 182 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$12,863,809
+12.3%
540,042
+18.0%
0.50%
+9.3%
Q2 2023$11,450,691
+17.6%
457,844
+17.7%
0.46%
+9.2%
Q1 2023$9,739,235
+8.8%
388,947
+112.8%
0.42%0.0%
Q4 2022$8,951,828
+12.8%
182,802
+10.4%
0.42%
+1.4%
Q3 2022$7,933,000
+26.6%
165,543
+35.7%
0.42%
+26.4%
Q2 2022$6,267,000
-37.3%
121,980
-32.7%
0.33%
-33.9%
Q1 2022$9,990,000
-12.1%
181,152
-4.2%
0.50%
-12.2%
Q4 2021$11,362,000
+13.0%
189,116
+12.7%
0.57%
-1.0%
Q3 2021$10,059,000
+6.0%
167,783
+7.6%
0.57%
-0.3%
Q2 2021$9,487,000
+30.8%
155,981
+27.6%
0.58%
-1.0%
Q1 2021$7,253,000
-13.0%
122,241
-13.5%
0.58%
-8.5%
Q4 2020$8,336,000
+6.5%
141,318
+2.7%
0.64%
-5.1%
Q3 2020$7,827,000
+6.0%
137,659
+5.1%
0.67%
-2.8%
Q2 2020$7,382,000
+3.0%
130,973
-0.0%
0.69%
-12.2%
Q1 2020$7,169,000
-48.1%
131,006
-44.1%
0.78%
-48.4%
Q4 2019$13,824,000
+0.3%
234,312
+1.0%
1.52%
-8.9%
Q3 2019$13,779,000
-3.2%
232,083
-4.7%
1.67%
-10.0%
Q2 2019$14,235,000
+1.4%
243,547
-0.3%
1.85%
-9.2%
Q1 2019$14,039,000
+25.7%
244,329
+22.7%
2.04%
+7.6%
Q4 2018$11,166,000
+5.0%
199,112
+5.4%
1.90%
+0.7%
Q3 2018$10,630,000
+5.5%
188,913
+5.9%
1.88%
-0.2%
Q2 2018$10,076,000
+13.5%
178,394
+12.0%
1.89%
+7.5%
Q1 2018$8,880,000
+30.5%
159,319
+30.3%
1.76%
+20.3%
Q4 2017$6,804,000
-0.6%
122,238
+1.9%
1.46%
-7.7%
Q3 2017$6,848,000
+15.0%
119,937
+14.5%
1.58%
+9.0%
Q2 2017$5,954,000
+23.3%
104,737
+22.8%
1.45%
+20.4%
Q1 2017$4,827,000
-5.4%
85,263
-6.4%
1.20%
-3.9%
Q4 2016$5,101,000
-25.4%
91,141
-21.0%
1.25%
-29.9%
Q3 2016$6,841,000
-0.3%
115,310
+0.5%
1.79%
-0.8%
Q2 2016$6,862,000
+21.1%
114,752
+16.8%
1.80%
+31.4%
Q1 2016$5,667,000
+11.8%
98,251
+10.6%
1.37%
+11.2%
Q4 2015$5,068,000
+5.6%
88,829
+4.8%
1.23%
+8.8%
Q3 2015$4,800,000
+14.6%
84,796
+12.2%
1.13%
+16.4%
Q2 2015$4,188,000
+2.5%
75,563
+6.5%
0.97%
-0.7%
Q1 2015$4,085,000
-3.4%
70,952
-3.2%
0.98%
-5.1%
Q4 2014$4,228,000
+2.9%
73,316
+1.4%
1.03%
+4.0%
Q3 2014$4,107,000
+24.3%
72,287
+23.2%
0.99%
+21.2%
Q2 2014$3,303,000
+38.7%
58,666
+34.7%
0.82%
+30.6%
Q1 2014$2,381,000
+26.3%
43,559
+18.0%
0.63%
+17.6%
Q4 2013$1,885,000
+93.1%
36,917
+97.8%
0.53%
+74.8%
Q3 2013$976,000
-23.1%
18,663
-20.8%
0.30%
-27.9%
Q2 2013$1,270,00023,5760.42%
Other shareholders
SPDR SER TR shareholders Q4 2020
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