Kestra Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 344 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

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$518,000,0001420.01%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
Private Ocean, LLC 1,979,163$49,558,2346.59%
Erickson Financial Group, LLC 157,240$3,937,2903.91%
Orcam Financial Group 111,372$2,7893.87%
Revolve Wealth Partners, LLC 525,070$13,147,7603.34%
Collaborative Wealth Managment Inc. 195,204$4,887,9123.08%
Running Point Capital Advisors, LLC 175,350$4,390,7642.66%
Avantax Planning Partners, Inc. 2,539,961$63,600,6312.58%
High Net Worth Advisory Group LLC 192,127$4,810,8781.96%
Parkside Investments, LLC 389,553$9,754,4071.84%
Jordan Park Group LLC 1,111,940$27,842,9781.82%
View complete list of SPDR SER TR shareholders