HCR Wealth Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 127 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$239,391
-7.1%
10,050
-2.4%
0.05%
+8.3%
Q2 2023$257,603
+0.7%
10,300
+0.8%
0.05%
-5.9%
Q1 2023$255,909
+2.3%
10,220
+100.0%
0.05%
-3.8%
Q4 2022$250,237
+2.1%
5,1100.0%0.05%
+1.9%
Q3 2022$245,000
-6.8%
5,1100.0%0.05%
-1.9%
Q2 2022$263,000
-6.7%
5,1100.0%0.05%
+15.2%
Q1 2022$282,000
-8.1%
5,1100.0%0.05%
-4.2%
Q4 2021$307,000
+0.3%
5,1100.0%0.05%
-5.9%
Q3 2021$306,000
-1.6%
5,1100.0%0.05%
-5.6%
Q2 2021$311,000
+2.6%
5,1100.0%0.05%
-10.0%
Q1 2021$303,000
+0.7%
5,1100.0%0.06%
-4.8%
Q4 2020$301,000
+3.4%
5,1100.0%0.06%
-6.0%
Q3 2020$291,000
+1.4%
5,1100.0%0.07%0.0%
Q2 2020$287,000
+2.5%
5,1100.0%0.07%
-16.2%
Q1 2020$280,000
-7.0%
5,1100.0%0.08%
+9.6%
Q4 2019$301,000
-0.7%
5,1100.0%0.07%
-27.7%
Q3 2019$303,000
+1.3%
5,1100.0%0.10%
+18.8%
Q2 2019$299,000
+1.7%
5,1100.0%0.08%
+1.2%
Q1 2019$294,000
-1.3%
5,110
-3.8%
0.08%
-12.5%
Q4 2018$298,000
-2.6%
5,310
-3.6%
0.10%
-4.0%
Q3 2018$306,000
-3.8%
5,510
-2.2%
0.10%
-3.8%
Q2 2018$318,000
+1.3%
5,6350.0%0.10%
-4.6%
Q1 2018$314,0000.0%5,6350.0%0.11%
-0.9%
Q4 2017$314,000
-4.0%
5,635
-1.7%
0.11%
-20.3%
Q3 2017$327,000
+0.3%
5,7350.0%0.14%
-14.3%
Q2 2017$326,000
+0.3%
5,7350.0%0.16%
-3.0%
Q1 2017$325,000
+1.2%
5,7350.0%0.17%
-2.4%
Q4 2016$321,0005,7350.17%
Other shareholders
SPDR SER TR shareholders Q3 2018
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 333,312$18,239,0005.71%
Private Ocean, LLC 380,114$20,799,0005.69%
RIVERSEDGE ADVISORS, LLC 68,101$3,726,0003.30%
AFT, FORSYTH & COMPANY, INC. 30,975$1,694,952,0001.70%
Parkside Investments, LLC 74,728$4,089,0001.35%
Moloney Securities Asset Management, LLC 60,832$3,329,0001.19%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 38,017$2,080,0001.11%
Reitz Capital Advisors LLC 15,098$826,0001.08%
Cardan Capital Partners, LLC 109,315$5,982,0000.99%
Barber Financial Group, Inc. 55,983$3,063,0000.97%
View complete list of SPDR SER TR shareholders