Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$707,311
-0.5%
29,694
+4.5%
0.01%0.0%
Q2 2023$710,984
-0.3%
28,428
-0.2%
0.01%0.0%
Q1 2023$713,264
+1613.5%
28,485
+3251.2%
0.01%
+1000.0%
Q4 2022$41,625
-92.0%
850
-92.2%
0.00%
-90.0%
Q3 2022$523,000
+55.7%
10,914
+67.1%
0.01%
+66.7%
Q2 2022$336,000
-48.1%
6,533
-44.4%
0.01%
-40.0%
Q1 2022$648,000
-11.5%
11,742
-3.7%
0.01%
-9.1%
Q4 2021$732,000
-15.4%
12,187
-15.5%
0.01%
-26.7%
Q3 2021$865,000
+6.9%
14,423
+8.5%
0.02%
+7.1%
Q2 2021$809,000
-99.7%
13,297
+167.2%
0.01%
+366.7%
Q1 2021$295,258,000
+200755.8%
4,976
+100.0%
0.00%0.0%
Q4 2020$147,000
+4.3%
2,4880.0%0.00%
-25.0%
Q3 2020$141,000
+0.7%
2,4880.0%0.00%0.0%
Q2 2020$140,000
+2.9%
2,4880.0%0.00%
-20.0%
Q1 2020$136,000
-6.8%
2,4880.0%0.01%
+25.0%
Q4 2019$146,000
-0.7%
2,4880.0%0.00%
-20.0%
Q3 2019$147,000
+96.0%
2,488
+93.2%
0.01%
+66.7%
Q2 2019$75,000
+11.9%
1,288
+7.6%
0.00%0.0%
Q3 2018$67,0000.0%1,197
+0.3%
0.00%
-25.0%
Q2 2018$67,000
+52.3%
1,193
+51.2%
0.00%
+33.3%
Q1 2018$44,000
+10.0%
789
+9.0%
0.00%0.0%
Q4 2017$40,000
-2.4%
724
+0.6%
0.00%
-25.0%
Q3 2017$41,000
+5.1%
720
+2.6%
0.00%0.0%
Q2 2017$39,0000.0%7020.0%0.00%
-33.3%
Q1 2017$39,000
+77.3%
702
+73.8%
0.01%
-40.0%
Q4 2016$22,0004040.01%
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