Perigon Wealth Management, 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
Perigon Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,613,833
-52.1%
109,733
-49.7%
0.11%
-0.9%
Q2 2023$5,452,514
+106.4%
218,014
+106.6%
0.11%
-28.7%
Q1 2023$2,642,046
+15.5%
105,513
+125.9%
0.15%
+111.3%
Q4 2022$2,287,389
+400.5%
46,710
+390.1%
0.07%
+82.1%
Q3 2022$457,000
-70.7%
9,531
-68.6%
0.04%
-70.2%
Q2 2022$1,562,000
-21.9%
30,395
-16.2%
0.13%
-7.1%
Q1 2022$2,000,000
-5.5%
36,268
+2.9%
0.14%
-6.6%
Q4 2021$2,117,000
-0.1%
35,229
-0.4%
0.15%
-17.9%
Q3 2021$2,119,000
+17.9%
35,354
+19.7%
0.18%
+15.0%
Q2 2021$1,797,000
+40.1%
29,543
+36.6%
0.16%
+22.1%
Q1 2021$1,283,000
+83.3%
21,633
+82.3%
0.13%
+61.7%
Q4 2020$700,000
-3.7%
11,865
-7.2%
0.08%
-20.6%
Q3 2020$727,000
+123.0%
12,785
+121.3%
0.10%
+96.2%
Q2 2020$326,000
-28.7%
5,776
-39.4%
0.05%
+33.3%
Q3 2011$457,0009,5310.04%
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