Kestra Advisory Services, LLC - SPDR SER TR ownership

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SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 225 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.68 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1,232,314
-6.2%
48,440
-5.3%
0.01%
-22.2%
Q1 2024$1,313,479
+22.0%
51,128
+20.2%
0.01%0.0%
Q4 2023$1,076,310
+71.5%
42,542
+61.5%
0.01%
+50.0%
Q3 2023$627,443
+8.2%
26,341
+13.6%
0.01%0.0%
Q2 2023$579,682
-13.9%
23,178
-13.8%
0.01%
-14.3%
Q1 2023$673,651
-46.6%
26,903
+4.4%
0.01%
-36.4%
Q4 2022$1,261,467
-99.8%
25,760
-7.0%
0.01%
+57.1%
Q3 2022$664,664,000
+33050.3%
27,708
-29.0%
0.01%
-66.7%
Q2 2022$2,005,000
+218.3%
39,027
+241.8%
0.02%
+200.0%
Q1 2022$630,000
-37.3%
11,417
-31.7%
0.01%
-30.0%
Q4 2021$1,004,000
+19.0%
16,715
+18.7%
0.01%
+25.0%
Q3 2021$844,000
+17.1%
14,085
+18.9%
0.01%0.0%
Q2 2021$721,000
+3.9%
11,850
+1.2%
0.01%
-11.1%
Q1 2021$694,000
-16.9%
11,705
-17.5%
0.01%
-10.0%
Q4 2020$835,000
-99.8%
14,188
+9891.5%
0.01%0.0%
Q3 2020$518,000,000–142–0.01%–
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Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Private Ocean, LLC 1,467,568$80,936,00010.10%
Orcam Financial Group 62,181$3,429,0004.89%
Erickson Financial Group, LLC 70,925$3,912,0003.52%
BIVIN & ASSOCIATES, INC. 62,260$3,434,0003.13%
Revolve Wealth Partners, LLC 196,513$10,838,0003.13%
RIVERSEDGE ADVISORS, LLC 114,313$6,304,0002.05%
Melone Private Wealth, LLC 44,846$2,379,0001.94%
Avantax Planning Partners, Inc. 830,582$45,807,0001.82%
Beta Wealth Group, Inc. 41,059$2,264,0001.52%
1900 WEALTH MANAGEMENT LLC 283,166$15,617,0001.48%
View complete list of SPDR SER TR shareholders