FormulaFolio Investments, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 223 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2021$3,0000.0%560.0%0.00%0.0%
Q1 2021$3,000
-99.2%
56
-99.1%
0.00%
-92.9%
Q3 2020$353,000
-99.7%
6,209
-99.7%
0.01%
-99.7%
Q2 2020$111,562,000
+55403.5%
1,979,459
+58068.1%
4.55%
+64842.9%
Q4 2019$201,000
-6.5%
3,403
-6.1%
0.01%
-12.5%
Q3 2019$215,000
+3.9%
3,625
+2.2%
0.01%
-11.1%
Q2 2019$207,0003,5470.01%
Other shareholders
SPDR SER TR shareholders Q2 2021
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