Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 265 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 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 Q1 2023
NameSharesValueWeighting ↓
Value Monitoring, Inc. 63,025$3,833,00016.53%
Private Ocean, LLC 1,369,856$83,315,00010.91%
Tradewinds Capital Management, LLC 457,375$27,818,0005.10%
Beta Wealth Group, Inc. 82,374$5,010,0003.49%
ROBINSON CAPITAL MANAGEMENT, LLC 102,056$6,181,0003.36%
Sound Financial Strategies Group, LLC 96,206$5,851,0002.92%
RIVERSEDGE ADVISORS, LLC 121,946$7,417,0002.71%
1900 WEALTH MANAGEMENT LLC 257,059$15,635,0001.50%
Avidian Wealth Solutions, LLC 297,860$18,116,0001.39%
Veery Capital, LLC 34,231$2,082,0001.21%
View complete list of SPDR SER TR shareholders