Dynamic Advisor Solutions LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 327 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 36.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$459,192
-22.6%
18,050
-27.5%
0.01%
-50.0%
Q3 2023$593,070
+50.1%
24,898
+57.6%
0.03%
+40.0%
Q2 2023$395,10815,7980.02%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Private Ocean, LLC 1,467,568$80,936,00010.10%
Orcam Financial Group 62,181$3,429,0004.89%
Erickson Financial Group, LLC 70,925$3,912,0003.52%
BIVIN & ASSOCIATES, INC. 62,260$3,434,0003.13%
Revolve Wealth Partners, LLC 196,513$10,838,0003.13%
RIVERSEDGE ADVISORS, LLC 114,313$6,304,0002.05%
Melone Private Wealth, LLC 44,846$2,379,0001.94%
Avantax Planning Partners, Inc. 830,582$45,807,0001.82%
Beta Wealth Group, Inc. 41,059$2,264,0001.52%
1900 WEALTH MANAGEMENT LLC 283,166$15,617,0001.48%
View complete list of SPDR SER TR shareholders