Legacy Financial Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Legacy Financial Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$218,2128,7250.07%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Ocean, LLC 1,471,828$88,427,00010.35%
Orcam Financial Group 71,708$4,308,0005.90%
Thrive Wealth Management, LLC 193,083$11,600,0003.96%
Beta Wealth Group, Inc. 91,232$5,469,0003.94%
Revolve Wealth Partners, LLC 225,845$13,569,0003.90%
Erickson Financial Group, LLC 70,181$4,216,0003.63%
BIVIN & ASSOCIATES, INC. 64,404$3,869,0003.38%
Value Monitoring, Inc. 10,027$602,0002.77%
RIVERSEDGE ADVISORS, LLC 120,851$7,261,0002.30%
ROBINSON CAPITAL MANAGEMENT, LLC 60,000$3,600,0002.24%
View complete list of SPDR SER TR shareholders