Sound Financial Strategies Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sound Financial Strategies Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$2,813,325
-20.5%
112,488
+90.5%
2.06%
+15.6%
Q3 2021$3,540,000
-39.5%
59,050
-38.6%
1.78%
-39.0%
Q2 2021$5,851,000
+0.5%
96,206
-2.0%
2.92%
-2.3%
Q1 2021$5,823,000
+31.7%
98,152
+30.9%
2.98%
+23.4%
Q4 2020$4,422,00074,9692.42%
Other shareholders
SPDR SER TR shareholders Q3 2023
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