White Lighthouse Investment Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 223 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$214,380
-4.8%
9,0000.0%0.05%
-3.7%
Q2 2023$225,090
-0.1%
9,0000.0%0.05%
-5.3%
Q1 2023$225,360
+2.3%
9,000
+100.0%
0.06%
-5.0%
Q4 2022$220,365
+2.0%
4,5000.0%0.06%
-4.8%
Q3 2022$216,000
-6.5%
4,5000.0%0.06%
-4.5%
Q2 2022$231,000
-6.9%
4,5000.0%0.07%
+4.8%
Q1 2022$248,000
-8.1%
4,5000.0%0.06%
-6.0%
Q4 2021$270,0000.0%4,5000.0%0.07%
-6.9%
Q3 2021$270,000
-1.5%
4,5000.0%0.07%
-4.0%
Q2 2021$274,000
+2.6%
4,5000.0%0.08%
-8.5%
Q1 2021$267,000
+0.8%
4,5000.0%0.08%
-3.5%
Q4 2020$265,000
+3.5%
4,5000.0%0.08%
-4.5%
Q3 2020$256,000
+0.8%
4,5000.0%0.09%
-4.3%
Q2 2020$254,000
+3.3%
4,5000.0%0.09%
-9.7%
Q1 2020$246,000
-7.5%
4,5000.0%0.10%
+5.1%
Q4 2019$266,000
-0.4%
4,5000.0%0.10%
-8.4%
Q3 2019$267,000
+1.5%
4,5000.0%0.11%
-2.7%
Q2 2019$263,000
+1.5%
4,5000.0%0.11%
-7.6%
Q1 2019$259,000
+2.8%
4,5000.0%0.12%
-13.8%
Q4 2018$252,000
-0.4%
4,5000.0%0.14%
+7.0%
Q3 2018$253,000
-0.4%
4,5000.0%0.13%
-7.2%
Q2 2018$254,000
+1.2%
4,5000.0%0.14%
-3.5%
Q1 2018$251,000
+0.4%
4,5000.0%0.14%0.0%
Q4 2017$250,0004,5000.14%
Other shareholders
SPDR SER TR shareholders Q2 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