CAPTRUST FINANCIAL ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 223 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$328,978
-11.0%
13,811
-6.6%
0.00%0.0%
Q2 2023$369,798
-0.6%
14,786
-0.4%
0.00%
-50.0%
Q1 2023$371,844
-23.6%
14,850
+49.5%
0.00%0.0%
Q4 2022$486,419
-4.1%
9,933
-6.0%
0.00%
-33.3%
Q3 2022$507,000
-11.1%
10,570
-4.7%
0.00%
-25.0%
Q2 2022$570,000
-15.9%
11,094
-9.8%
0.00%0.0%
Q1 2022$678,000
-68.4%
12,294
-65.6%
0.00%
-73.3%
Q4 2021$2,146,000
+223.7%
35,716
+222.8%
0.02%
+150.0%
Q3 2021$663,000
+44.1%
11,066
+46.3%
0.01%
+50.0%
Q2 2021$460,000
+4.1%
7,566
+1.5%
0.00%
-20.0%
Q1 2021$442,000
+16.0%
7,451
+15.4%
0.01%0.0%
Q4 2020$381,000
-28.5%
6,456
-30.9%
0.01%
-44.4%
Q3 2020$533,000
-0.7%
9,349
-1.8%
0.01%0.0%
Q2 2020$537,000
+10.0%
9,524
+2.5%
0.01%
-18.2%
Q1 2020$488,000
-9.0%
9,294
+2.4%
0.01%
+37.5%
Q4 2019$536,0009,0740.01%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Value Monitoring, Inc. 63,025$3,833,00016.53%
Private Ocean, LLC 1,369,856$83,315,00010.91%
Tradewinds Capital Management, LLC 457,375$27,818,0005.10%
Beta Wealth Group, Inc. 82,374$5,010,0003.49%
ROBINSON CAPITAL MANAGEMENT, LLC 102,056$6,181,0003.36%
Sound Financial Strategies Group, LLC 96,206$5,851,0002.92%
RIVERSEDGE ADVISORS, LLC 121,946$7,417,0002.71%
1900 WEALTH MANAGEMENT LLC 257,059$15,635,0001.50%
Avidian Wealth Solutions, LLC 297,860$18,116,0001.39%
Veery Capital, LLC 34,231$2,082,0001.21%
View complete list of SPDR SER TR shareholders