Jacobi Capital Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 182 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$338,244
-4.8%
14,2000.0%0.04%
-5.0%
Q2 2023$355,142
-0.1%
14,2000.0%0.04%
-4.8%
Q1 2023$355,568
+2.3%
14,200
+100.0%
0.04%
-2.3%
Q4 2022$347,687
+2.3%
7,1000.0%0.04%
-8.5%
Q3 2022$340,000
-6.8%
7,1000.0%0.05%
-4.1%
Q2 2022$365,000
-6.9%
7,1000.0%0.05%
+4.3%
Q1 2022$392,000
-8.2%
7,1000.0%0.05%
-7.8%
Q4 2021$427,000
+0.2%
7,1000.0%0.05%
-5.6%
Q3 2021$426,000
+11.2%
7,100
+12.7%
0.05%
+5.9%
Q2 2021$383,000
+22.0%
6,300
+18.9%
0.05%
+10.9%
Q1 2021$314,000
+61.0%
5,300
+60.6%
0.05%
+48.4%
Q4 2020$195,000
+3.7%
3,3000.0%0.03%
-6.1%
Q3 2020$188,000
-4.6%
3,300
-5.7%
0.03%
-10.8%
Q2 2020$197,000
+2.6%
3,5000.0%0.04%
-9.8%
Q1 2020$192,000
-7.2%
3,5000.0%0.04%
+7.9%
Q4 2019$207,000
-0.5%
3,5000.0%0.04%
-7.3%
Q3 2019$208,000
+1.5%
3,5000.0%0.04%
-2.4%
Q2 2019$205,000
+19.2%
3,500
+16.7%
0.04%
-4.5%
Q1 2019$172,000
+2.4%
3,0000.0%0.04%
-4.3%
Q4 2018$168,000
-0.6%
3,0000.0%0.05%
+2.2%
Q3 2018$169,0000.0%3,0000.0%0.04%
-8.2%
Q2 2018$169,000
+1.2%
3,0000.0%0.05%
-2.0%
Q1 2018$167,000
-0.6%
3,0000.0%0.05%
-7.4%
Q4 2017$168,0000.0%3,0000.0%0.05%
-5.3%
Q3 2017$168,000
+18.3%
3,000
+20.0%
0.06%
+3.6%
Q2 2017$142,000
+0.7%
2,5000.0%0.06%
-23.6%
Q1 2017$141,000
-0.7%
2,5000.0%0.07%
-17.2%
Q4 2016$142,000
+4.4%
2,500
+8.7%
0.09%
+35.9%
Q3 2016$136,000
+33.3%
2,300
+35.3%
0.06%
+25.5%
Q2 2016$102,0001,7000.05%
Other shareholders
SPDR SER TR shareholders Q4 2020
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