Robertson Stephens Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 160 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2020$571,000
+2.9%
10,1380.0%0.16%
-13.2%
Q1 2020$555,000
-7.2%
10,1380.0%0.19%
-37.1%
Q4 2019$598,000
-0.7%
10,1380.0%0.30%
-1.0%
Q3 2019$602,00010,1380.30%
Other shareholders
SPDR SER TR shareholders Q3 2020
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