FINANCIAL CONSULATE, INC - 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
FINANCIAL CONSULATE, INC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2019$390,000
+0.5%
6,794
-1.9%
0.18%
-23.6%
Q4 2018$388,000
-0.8%
6,927
-0.2%
0.23%
+5.0%
Q3 2018$391,000
+0.5%
6,942
+0.8%
0.22%
+12.7%
Q2 2018$389,000
+5.7%
6,890
+4.4%
0.20%
+1.0%
Q1 2018$368,0006,6010.20%
Other shareholders
SPDR SER TR shareholders Q3 2023
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