Wealthcare Advisory Partners LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 160 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$334,480
-14.7%
14,042
-10.5%
0.02%
-16.7%
Q2 2023$392,299
-1.6%
15,686
-1.5%
0.02%
+5.9%
Q1 2023$398,655
-33.5%
15,921
+30.0%
0.02%
-41.4%
Q4 2022$599,569
-32.9%
12,244
-34.4%
0.03%
-43.1%
Q3 2022$894,000
+302.7%
18,666
+405.4%
0.05%
+292.3%
Q4 2021$222,000
-70.0%
3,693
-70.1%
0.01%
-72.9%
Q3 2021$739,000
-0.1%
12,335
+1.4%
0.05%
-4.0%
Q2 2021$740,000
+3.6%
12,165
+1.1%
0.05%
-3.8%
Q1 2021$714,000
-4.3%
12,030
-4.9%
0.05%
-21.2%
Q4 2020$746,000
+11.0%
12,646
+7.0%
0.07%
-10.8%
Q3 2020$672,000
-4.3%
11,820
-5.1%
0.07%
-14.9%
Q2 2020$702,000
+9.9%
12,452
+6.6%
0.09%
-7.4%
Q1 2020$639,000
+12.7%
11,684
+21.6%
0.09%
+30.6%
Q4 2019$567,000
+6.2%
9,609
+6.8%
0.07%
-6.5%
Q3 2019$534,000
+7.7%
8,998
+5.9%
0.08%
-2.5%
Q2 2019$496,000
+11.5%
8,493
+9.7%
0.08%
+3.9%
Q1 2019$445,000
+27.5%
7,745
+24.3%
0.08%
+11.8%
Q4 2018$349,000
+315.5%
6,229
+315.3%
0.07%
+353.3%
Q3 2018$84,000
+21.7%
1,500
+22.4%
0.02%
+7.1%
Q2 2018$69,000
+146.4%
1,225
+145.0%
0.01%
+133.3%
Q1 2018$28,0000.0%5000.0%0.01%
-14.3%
Q4 2017$28,000
-3.4%
5000.0%0.01%
-22.2%
Q3 2017$29,0005000.01%
Other shareholders
SPDR SER TR shareholders Q3 2020
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