EverSource Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 251 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$24,606
+232.4%
1,033
+249.0%
0.00%
+200.0%
Q2 2023$7,403
-78.2%
296
-51.8%
0.00%
-88.9%
Q1 2022$34,000
-8.1%
6140.0%0.01%
-10.0%
Q4 2021$37,0006140.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
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