Cypress Wealth Services, 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
Cypress Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$222,222
-3.5%
8,910
-3.1%
0.06%
-13.4%
Q1 2023$230,353
-21.2%
9,199
+54.1%
0.07%
-28.7%
Q4 2022$292,398
-8.3%
5,971
-8.9%
0.09%
-13.0%
Q3 2022$319,000
-5.9%
6,553
-0.6%
0.11%0.0%
Q2 2022$339,000
-7.4%
6,592
-0.6%
0.11%
+8.0%
Q1 2022$366,000
-8.0%
6,632
+0.2%
0.10%
-8.3%
Q4 2021$398,000
+0.5%
6,621
+0.4%
0.11%
-8.4%
Q3 2021$396,000
-1.0%
6,597
+0.2%
0.12%
+9.2%
Q2 2021$400,000
+0.5%
6,581
-1.8%
0.11%
+31.3%
Q1 2021$398,000
+0.8%
6,702
+0.1%
0.08%
-5.7%
Q4 2020$395,000
+4.5%
6,696
+0.9%
0.09%
-9.3%
Q3 2020$378,0000.0%6,639
-1.0%
0.10%
+7.8%
Q2 2020$378,000
+3.0%
6,706
+0.0%
0.09%
-16.7%
Q1 2020$367,000
-11.4%
6,703
-4.6%
0.11%
+3.8%
Q4 2019$414,000
-0.7%
7,025
+0.1%
0.10%
-8.8%
Q3 2019$417,000
+13.3%
7,021
+11.5%
0.11%
+7.5%
Q2 2019$368,000
+2.8%
6,297
+1.1%
0.11%
-6.2%
Q1 2019$358,000
+17.0%
6,228
+14.3%
0.11%
-6.6%
Q4 2018$306,000
+15.0%
5,450
+15.2%
0.12%
+27.4%
Q3 2018$266,000
-7.0%
4,730
-6.7%
0.10%
-12.8%
Q2 2018$286,000
-4.7%
5,071
-5.9%
0.11%
-14.8%
Q1 2018$300,000
+15.4%
5,387
+15.2%
0.13%
+18.5%
Q4 2017$260,0004,6750.11%
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