KWMG, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 215 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 5.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,039,278
+0.6%
85,612
+5.7%
0.26%
+2.4%
Q2 2023$2,026,560
+12.7%
81,030
+12.8%
0.25%
+3.3%
Q1 2023$1,798,623
+3.9%
71,830
+103.2%
0.24%
-1.2%
Q4 2022$1,730,845
+16.1%
35,345
+13.6%
0.25%
+7.4%
Q3 2022$1,491,000
+4.4%
31,115
+11.9%
0.23%
+6.5%
Q2 2022$1,428,000
-19.6%
27,797
-13.7%
0.22%
-11.9%
Q1 2022$1,776,000
+0.8%
32,204
+9.8%
0.24%
+2.5%
Q4 2021$1,762,000
+1.0%
29,320
+0.7%
0.24%
-6.7%
Q3 2021$1,745,000
+8.9%
29,115
+10.9%
0.26%
+6.2%
Q2 2021$1,602,000
+4.3%
26,265
+1.5%
0.24%
-2.0%
Q1 2021$1,536,000
+1.0%
25,888
+0.4%
0.24%
-9.9%
Q4 2020$1,521,000
+4.9%
25,779
+1.1%
0.27%
-7.2%
Q3 2020$1,450,000
+15.8%
25,499
+14.8%
0.29%
+8.1%
Q2 2020$1,252,000
+27.6%
22,212
+24.0%
0.27%
+3.4%
Q1 2020$981,000
-0.3%
17,919
+7.5%
0.26%
+21.3%
Q4 2019$984,000
+5.2%
16,676
+5.9%
0.22%
-3.6%
Q3 2019$935,000
+2.0%
15,742
+0.4%
0.22%
+1.4%
Q2 2019$917,000
+5.8%
15,686
+3.9%
0.22%
+2.8%
Q1 2019$867,000
+0.9%
15,092
-1.5%
0.22%
-8.5%
Q4 2018$859,000
+18.2%
15,326
+18.7%
0.24%
+26.3%
Q3 2018$727,000
+4.5%
12,913
+4.8%
0.19%
-2.1%
Q2 2018$696,000
-3.5%
12,325
-4.8%
0.19%
-10.4%
Q1 2018$721,000
+59.5%
12,940
+59.3%
0.21%
+55.9%
Q4 2017$452,000
-62.0%
8,122
-61.0%
0.14%
-65.3%
Q3 2017$1,188,000
+5.0%
20,813
+4.7%
0.39%
-2.0%
Q2 2017$1,131,000
+14.0%
19,886
+13.5%
0.40%
+4.4%
Q1 2017$992,000
+43.6%
17,517
+50.3%
0.38%
+14.0%
Q3 2016$691,000
+1.3%
11,653
+2.1%
0.34%
-8.9%
Q2 2016$682,000
+5.9%
11,409
+2.2%
0.37%
-2.6%
Q1 2016$644,000
+7.2%
11,163
+5.9%
0.38%
-6.7%
Q4 2015$601,000
+136.6%
10,538
+134.6%
0.41%
+112.6%
Q3 2015$254,000
+14.4%
4,491
+12.2%
0.19%
+17.2%
Q2 2015$222,0004,0020.16%
Other shareholders
SPDR SER TR shareholders Q3 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