Avior Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 232 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$17,000
-66.7%
362
-63.8%
0.00%
-80.0%
Q2 2022$51,000
-7.3%
1,0010.0%0.01%0.0%
Q1 2022$55,000
-23.6%
1,001
-16.6%
0.01%
-16.7%
Q4 2021$72,000
-48.9%
1,200
-49.2%
0.01%
-50.0%
Q3 2021$141,000
-14.5%
2,364
-13.1%
0.01%
-29.4%
Q2 2021$165,000
-21.8%
2,721
-23.8%
0.02%
-26.1%
Q1 2021$211,0003,5730.02%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Private Ocean, LLC 1,266,258$60,679,0009.56%
Orcam Financial Group 69,072$3,310,0005.62%
Pinnacle Wealth Planning Services, Inc. 600,000$28,752,0005.32%
Erickson Financial Group, LLC 70,534$3,380,0003.76%
Revolve Wealth Partners, LLC 184,372$8,835,0002.95%
Avantax Planning Partners, Inc. 1,125,487$53,933,0002.43%
Collaborative Wealth Managment Inc. 66,693$3,196,0002.26%
Running Point Capital Advisors, LLC 66,567$3,190,0002.11%
Parkside Investments, LLC 193,028$9,249,0001.99%
Melone Private Wealth, LLC 43,719$2,124,0001.86%
View complete list of SPDR SER TR shareholders