Sound Financial Strategies Group, LLC - 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
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 Q4 2021
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