AE Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 206 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,275,499
+20.1%
95,529
+26.1%
0.01%
+27.3%
Q2 2023$1,895,168
+7.6%
75,776
+7.7%
0.01%0.0%
Q1 2023$1,761,067
+267.7%
70,330
+619.1%
0.01%
+266.7%
Q4 2022$478,945
-29.7%
9,780
-31.2%
0.00%
-40.0%
Q3 2022$681,000
-15.5%
14,214
-9.4%
0.01%
-16.7%
Q2 2022$806,000
-43.0%
15,690
-38.8%
0.01%
-40.0%
Q1 2022$1,414,000
-65.6%
25,637
-62.5%
0.01%
-65.5%
Q4 2021$4,109,000
+0.6%
68,388
+0.4%
0.03%
-14.7%
Q3 2021$4,085,000
-29.2%
68,144
-28.2%
0.03%
-32.0%
Q2 2021$5,773,000
+52.2%
94,914
+48.5%
0.05%
+31.6%
Q1 2021$3,793,000
+92.0%
63,931
+90.9%
0.04%
+72.7%
Q4 2020$1,976,000
+6.8%
33,493
+3.0%
0.02%
-15.4%
Q3 2020$1,850,000
-2.5%
32,533
-3.4%
0.03%
-10.3%
Q2 2020$1,898,000
-31.4%
33,668
-33.4%
0.03%
-54.7%
Q1 2020$2,765,000
+151.8%
50,527
+171.5%
0.06%
+166.7%
Q4 2019$1,098,000
-80.0%
18,611
-79.9%
0.02%
-84.9%
Q3 2019$5,486,000
+2615.8%
92,402
+2579.9%
0.16%
+2550.0%
Q2 2019$202,0003,4480.01%
Other shareholders
SPDR SER TR shareholders Q1 2021
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