Gradient Capital Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 206 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$394,858
-0.1%
15,7880.0%0.16%
-6.0%
Q1 2023$395,332
+2.3%
15,788
+100.0%
0.17%
-4.5%
Q4 2022$386,569
+2.3%
7,8940.0%0.18%
-2.8%
Q3 2022$378,000
-25.1%
7,894
-19.6%
0.18%
-25.2%
Q2 2022$505,000
-6.8%
9,8200.0%0.24%
+5.2%
Q1 2022$542,000
-8.1%
9,8200.0%0.23%
-6.5%
Q4 2021$590,000
+0.2%
9,8200.0%0.25%
-8.9%
Q3 2021$589,000
-1.3%
9,8200.0%0.27%
-3.6%
Q2 2021$597,000
+2.4%
9,8200.0%0.28%
-9.4%
Q1 2021$583,000
+0.7%
9,8200.0%0.31%
-6.4%
Q4 2020$579,000
+3.8%
9,8200.0%0.33%
-5.2%
Q3 2020$558,000
+0.9%
9,8200.0%0.35%
-7.0%
Q2 2020$553,000
+3.0%
9,8200.0%0.37%
-13.6%
Q1 2020$537,000
-7.3%
9,8200.0%0.43%
+7.4%
Q4 2019$579,000
-0.7%
9,8200.0%0.40%
-7.4%
Q3 2019$583,000
+1.6%
9,8200.0%0.44%
-1.4%
Q2 2019$574,000
+1.8%
9,8200.0%0.44%
-2.0%
Q1 2019$564,000
+2.4%
9,8200.0%0.45%
-5.5%
Q4 2018$551,000
-0.4%
9,8200.0%0.48%
+2.1%
Q3 2018$553,000
-0.4%
9,8200.0%0.47%
-9.7%
Q2 2018$555,000
+1.5%
9,8200.0%0.52%
-5.5%
Q1 2018$547,0000.0%9,8200.0%0.55%
-2.7%
Q4 2017$547,0009,8200.56%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 333,312$18,239,0005.71%
Private Ocean, LLC 380,114$20,799,0005.69%
RIVERSEDGE ADVISORS, LLC 68,101$3,726,0003.30%
AFT, FORSYTH & COMPANY, INC. 30,975$1,694,952,0001.70%
Parkside Investments, LLC 74,728$4,089,0001.35%
Moloney Securities Asset Management, LLC 60,832$3,329,0001.19%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 38,017$2,080,0001.11%
Reitz Capital Advisors LLC 15,098$826,0001.08%
Cardan Capital Partners, LLC 109,315$5,982,0000.99%
Barber Financial Group, Inc. 55,983$3,063,0000.97%
View complete list of SPDR SER TR shareholders