Capital Advisors, Ltd. LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2020$52,000
-7.1%
9530.0%0.02%
+14.3%
Q4 2019$56,000
-1.8%
9530.0%0.01%
-12.5%
Q3 2019$57,000
+1.8%
9530.0%0.02%0.0%
Q2 2019$56,000
+1.8%
9530.0%0.02%
+6.7%
Q1 2019$55,000
-85.4%
953
-85.8%
0.02%
-86.5%
Q4 2018$377,000
+409.5%
6,721
+408.8%
0.11%
+428.6%
Q3 2018$74,000
-1.3%
1,3210.0%0.02%
-8.7%
Q2 2018$75,000
+1.4%
1,3210.0%0.02%
-4.2%
Q1 2018$74,0000.0%1,3210.0%0.02%0.0%
Q4 2017$74,000
-1.3%
1,3210.0%0.02%
-7.7%
Q3 2017$75,0000.0%1,3210.0%0.03%
-7.1%
Q2 2017$75,0000.0%1,3210.0%0.03%
-3.4%
Q1 2017$75,000
-38.5%
1,321
-39.3%
0.03%
-42.0%
Q4 2016$122,000
-5.4%
2,1760.0%0.05%
-12.3%
Q3 2016$129,000
+4.9%
2,176
+5.7%
0.06%
-1.7%
Q2 2016$123,000
+123.6%
2,059
+116.1%
0.06%
+114.8%
Q1 2016$55,000
+1.9%
9530.0%0.03%
-3.6%
Q4 2015$54,000
+116.0%
953
+121.6%
0.03%
+115.4%
Q1 2015$25,0004300.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
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