SUMMIT WEALTH & RETIREMENT PLANNING, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 251 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$1,597,000
-8.8%
33,325
-2.3%
0.64%
-5.4%
Q2 2022$1,752,000
-12.8%
34,100
-6.4%
0.67%
-5.4%
Q1 2022$2,010,000
-7.6%
36,450
+0.7%
0.71%
-4.6%
Q4 2021$2,176,000
-4.9%
36,211
-5.1%
0.74%
-11.1%
Q3 2021$2,287,000
-10.1%
38,146
-8.8%
0.84%
-11.1%
Q2 2021$2,544,000
-3.9%
41,829
-6.3%
0.94%
-4.4%
Q1 2021$2,648,000
+12.8%
44,639
+12.2%
0.98%
+10.6%
Q4 2020$2,347,000
+9.3%
39,784
+5.3%
0.89%
-3.5%
Q3 2020$2,148,000
+2.4%
37,780
+1.6%
0.92%
-6.3%
Q2 2020$2,097,000
+0.8%
37,199
-2.2%
0.98%
-11.5%
Q1 2020$2,080,000
-0.8%
38,017
+7.0%
1.11%
+19.1%
Q4 2019$2,097,000
+67.8%
35,541
+68.9%
0.93%
+23.7%
Q3 2019$1,250,000
+3.3%
21,047
+1.7%
0.76%
+6.6%
Q2 2019$1,210,000
-11.4%
20,696
-12.9%
0.71%
-12.7%
Q1 2019$1,365,000
+15.4%
23,748
+12.5%
0.81%
-9.6%
Q4 2018$1,183,00021,1000.90%
Other shareholders
SPDR SER TR shareholders Q4 2021
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