FLAGSHIP HARBOR ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 142 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,119,291
-1.6%
46,990
+3.4%
0.09%
-1.1%
Q2 2023$1,137,053
+10.7%
45,464
+10.9%
0.09%
-3.1%
Q1 2023$1,026,766
+3.5%
41,005
+102.5%
0.10%
-4.9%
Q4 2022$991,643
+71.0%
20,250
+67.4%
0.10%
+52.2%
Q3 2022$580,000
+245.2%
12,100
+307.5%
0.07%
+191.3%
Q3 2020$168,000
-1.2%
2,969
-1.6%
0.02%
-8.0%
Q2 2020$170,000
-7.6%
3,018
-10.4%
0.02%
-32.4%
Q1 2020$184,000
-6.1%
3,367
+1.5%
0.04%
+8.8%
Q4 2019$196,000
+3.2%
3,317
+3.1%
0.03%
-8.1%
Q3 2019$190,000
+29.3%
3,216
+27.0%
0.04%
+19.4%
Q2 2019$147,000
+22.5%
2,532
+20.5%
0.03%
+24.0%
Q1 2019$120,000
+2.6%
2,1010.0%0.02%
-10.7%
Q4 2018$117,0000.0%2,1010.0%0.03%
+27.3%
Q3 2018$117,000
-0.8%
2,1010.0%0.02%
-8.3%
Q2 2018$118,0002,1010.02%
Other shareholders
SPDR SER TR shareholders Q3 2019
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