Global Retirement Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 254 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$115,857
-11.8%
4,928
-6.2%
0.01%0.0%
Q2 2023$131,428
-0.0%
5,255
-0.2%
0.01%
-14.3%
Q1 2023$131,439
-10.1%
5,266
+76.3%
0.01%
-30.0%
Q4 2022$146,273
+29.4%
2,987
+24.2%
0.01%
+11.1%
Q3 2022$113,000
-31.9%
2,405
-25.5%
0.01%
-30.8%
Q2 2022$166,000
-1.2%
3,228
-0.2%
0.01%0.0%
Q1 2022$168,000
+100.0%
3,236
+131.8%
0.01%
+62.5%
Q3 2021$84,000
+5.0%
1,396
+6.6%
0.01%0.0%
Q2 2021$80,000
+627.3%
1,309
+600.0%
0.01%
+700.0%
Q1 2021$11,0000.0%1870.0%0.00%0.0%
Q4 2020$11,0000.0%1870.0%0.00%
-50.0%
Q3 2020$11,000
-95.0%
187
-95.3%
0.00%
-95.1%
Q1 2020$219,000
+563.6%
4,000
+616.8%
0.04%
+720.0%
Q4 2019$33,0000.0%558
+1.3%
0.01%0.0%
Q3 2019$33,000
+3.1%
551
+1.1%
0.01%
-16.7%
Q2 2019$32,0005450.01%
Other shareholders
SPDR SER TR shareholders Q2 2022
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