IFP Advisors, Inc - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 265 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$22,939
-63.9%
963
-38.6%
0.00%0.0%
Q2 2023$63,591
-6.2%
1,568
+29.7%
0.00%
-66.7%
Q1 2023$67,825
+1532.8%
1,209
-98.4%
0.00%
-97.3%
Q4 2022$4,154
-99.9%
73,924
+7.1%
0.11%
+9.9%
Q3 2022$3,879,000
+18.5%
68,993
+18.4%
0.10%
-1.9%
Q2 2022$3,274,000
-6.9%
58,256
-6.9%
0.10%
+134.1%
Q1 2022$3,516,000
+1731.2%
62,575
+1845.1%
0.04%
+1000.0%
Q4 2021$192,000
-1.5%
3,217
-1.7%
0.00%0.0%
Q3 2021$195,000
-66.9%
3,272
-66.6%
0.00%
-66.7%
Q2 2021$589,000
+11.3%
9,797
+9.6%
0.01%
+20.0%
Q1 2021$529,000
+255.0%
8,939
+250.3%
0.01%
+66.7%
Q4 2020$149,000
+10.4%
2,552
+6.7%
0.01%
-25.0%
Q3 2020$135,0000.0%2,391
-1.0%
0.01%
-27.3%
Q2 2020$135,000
-4.9%
2,415
-7.1%
0.01%
-21.4%
Q1 2020$142,000
-14.5%
2,599
-7.2%
0.01%
+16.7%
Q4 2019$166,000
-47.5%
2,801
-47.0%
0.01%
-42.9%
Q3 2019$316,000
+496.2%
5,285
+461.6%
0.02%
+200.0%
Q1 2019$53,000
-69.9%
941
-70.0%
0.01%
-36.4%
Q4 2018$176,000
-53.2%
3,141
-53.0%
0.01%
-26.7%
Q3 2018$376,000
-14.2%
6,690
-13.7%
0.02%
-16.7%
Q2 2018$438,000
-1.8%
7,755
-3.3%
0.02%
-10.0%
Q1 2018$446,0000.0%8,0190.0%0.02%0.0%
Q4 2017$446,000
+2.8%
8,019
+5.5%
0.02%
+17.6%
Q3 2017$434,000
+45.2%
7,599
+44.3%
0.02%
+30.8%
Q2 2017$299,000
+16.8%
5,265
+16.6%
0.01%
+18.2%
Q1 2017$256,000
+7.6%
4,516
+6.2%
0.01%0.0%
Q4 2016$238,000
+20.8%
4,253
+27.8%
0.01%
+10.0%
Q3 2016$197,000
-7.9%
3,327
-7.0%
0.01%
-16.7%
Q2 2016$214,000
+303.8%
3,577
+280.1%
0.01%
+71.4%
Q1 2016$53,000
+120.8%
941
+124.0%
0.01%
+250.0%
Q4 2015$24,0004200.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Private Ocean, LLC 1,471,828$88,427,00010.35%
Orcam Financial Group 71,708$4,308,0005.90%
Thrive Wealth Management, LLC 193,083$11,600,0003.96%
Beta Wealth Group, Inc. 91,232$5,469,0003.94%
Revolve Wealth Partners, LLC 225,845$13,569,0003.90%
Erickson Financial Group, LLC 70,181$4,216,0003.63%
BIVIN & ASSOCIATES, INC. 64,404$3,869,0003.38%
Value Monitoring, Inc. 10,027$602,0002.77%
RIVERSEDGE ADVISORS, LLC 120,851$7,261,0002.30%
ROBINSON CAPITAL MANAGEMENT, LLC 60,000$3,600,0002.24%
View complete list of SPDR SER TR shareholders