Tortoise Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 251 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$762,716
-10.5%
32,020
-6.0%
0.11%
-9.5%
Q2 2023$852,091
-0.1%
34,0700.0%0.13%
-7.4%
Q1 2023$853,113
-53.8%
34,070
-9.7%
0.14%
-58.0%
Q4 2022$1,847,638
-28.7%
37,730
-30.3%
0.32%
-35.7%
Q3 2022$2,593,000
+1.5%
54,120
+8.8%
0.50%
+0.6%
Q2 2022$2,555,000
-26.5%
49,725
-21.1%
0.50%
-22.2%
Q1 2022$3,477,000
+110.5%
63,042
+129.2%
0.64%
+108.4%
Q4 2021$1,652,000
+50.5%
27,504
+50.2%
0.31%
+39.2%
Q3 2021$1,098,000
+29.3%
18,317
+31.2%
0.22%
+26.9%
Q2 2021$849,000
+10.7%
13,959
+8.0%
0.18%
+3.6%
Q1 2021$767,00012,9250.17%
Other shareholders
SPDR SER TR shareholders Q4 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