BerganKDV Wealth Management, LLC - 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
BerganKDV Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$398,060
-1.6%
15,916
-1.5%
0.04%
-4.8%
Q1 2023$404,722
+169.5%
16,163
+427.0%
0.04%
+162.5%
Q4 2022$150,191
-58.6%
3,067
-59.6%
0.02%
-62.8%
Q3 2022$363,000
-9.2%
7,585
-2.6%
0.04%
-6.5%
Q2 2022$400,000
-10.5%
7,789
-3.9%
0.05%
-4.2%
Q1 2022$447,000
-3.5%
8,105
+5.2%
0.05%0.0%
Q4 2021$463,000
+20.9%
7,708
+20.7%
0.05%
+11.6%
Q3 2021$383,000
+10.7%
6,384
+12.1%
0.04%
+4.9%
Q2 2021$346,000
+1.8%
5,694
-0.7%
0.04%
-6.8%
Q1 2021$340,000
+10.0%
5,735
+9.4%
0.04%
+2.3%
Q4 2020$309,000
+5.8%
5,241
+2.1%
0.04%
-6.5%
Q3 2020$292,000
+1.7%
5,135
+0.7%
0.05%
-6.1%
Q2 2020$287,000
-1.7%
5,097
-4.6%
0.05%
-18.3%
Q1 2020$292,000
+9.0%
5,345
+17.5%
0.06%
+25.0%
Q4 2019$268,000
+8.5%
4,549
+9.2%
0.05%
-2.0%
Q3 2019$247,0000.0%4,165
-1.4%
0.05%0.0%
Q2 2019$247,000
+40.3%
4,222
+38.0%
0.05%
+36.1%
Q1 2019$176,000
+54.4%
3,060
+50.6%
0.04%
+33.3%
Q4 2018$114,000
-51.9%
2,032
-51.8%
0.03%
-47.1%
Q3 2018$237,000
-25.5%
4,220
-25.1%
0.05%
-28.2%
Q2 2018$318,000
+8.5%
5,636
+7.3%
0.07%
-11.2%
Q1 2018$293,000
+30.8%
5,254
+30.4%
0.08%
+50.9%
Q4 2017$224,000
+2.8%
4,030
+5.7%
0.05%
-3.6%
Q3 2017$218,000
+0.5%
3,8120.0%0.06%
-11.3%
Q2 2017$217,000
+0.9%
3,812
+0.3%
0.06%
-3.1%
Q1 2017$215,000
-31.5%
3,802
-28.2%
0.06%
-41.3%
Q3 2016$314,0005,2920.11%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Value Monitoring, Inc. 63,025$3,833,00016.53%
Private Ocean, LLC 1,369,856$83,315,00010.91%
Tradewinds Capital Management, LLC 457,375$27,818,0005.10%
Beta Wealth Group, Inc. 82,374$5,010,0003.49%
ROBINSON CAPITAL MANAGEMENT, LLC 102,056$6,181,0003.36%
Sound Financial Strategies Group, LLC 96,206$5,851,0002.92%
RIVERSEDGE ADVISORS, LLC 121,946$7,417,0002.71%
1900 WEALTH MANAGEMENT LLC 257,059$15,635,0001.50%
Avidian Wealth Solutions, LLC 297,860$18,116,0001.39%
Veery Capital, LLC 34,231$2,082,0001.21%
View complete list of SPDR SER TR shareholders