CAPITAL INSIGHT PARTNERS, 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
CAPITAL INSIGHT PARTNERS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,244,617
-0.7%
220,177
+4.2%
1.19%
+0.8%
Q2 2023$5,282,813
+28.0%
211,228
+28.2%
1.18%
+21.9%
Q1 2023$4,125,666
+49.0%
164,763
+191.4%
0.97%
+35.1%
Q4 2022$2,769,20556,5490.72%
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