Heartwood Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$874,52736,7140.13%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
GRIMES & COMPANY, INC. 549,452$31,374,0003.34%
Hudock, Inc. 84,257$4,811,0002.25%
Vigilant Capital Management, LLC 255,923$14,613,0002.18%
Private Ocean, LLC 50,889$2,906,0001.77%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 119,937$6,848,0001.58%
Cardan Capital Partners, LLC 127,822$7,299,0001.46%
STEEL GROVE CAPITAL ADVISORS, LLC 113,362$6,473,0001.17%
ROBINSON CAPITAL MANAGEMENT, LLC 28,805$1,645,0000.74%
FC Advisory LLC 18,047$1,031,0000.70%
Bouchey Financial Group Ltd 32,701$1,867,0000.58%
View complete list of SPDR SER TR shareholders