Tortoise Investment 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
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 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