GoalVest Advisory LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 206 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2021$26,000
+4.0%
4200.0%0.02%
-15.8%
Q1 2021$25,000
-13.8%
420
-14.1%
0.02%
-20.8%
Q4 2020$29,0004890.02%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 333,312$18,239,0005.71%
Private Ocean, LLC 380,114$20,799,0005.69%
RIVERSEDGE ADVISORS, LLC 68,101$3,726,0003.30%
AFT, FORSYTH & COMPANY, INC. 30,975$1,694,952,0001.70%
Parkside Investments, LLC 74,728$4,089,0001.35%
Moloney Securities Asset Management, LLC 60,832$3,329,0001.19%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 38,017$2,080,0001.11%
Reitz Capital Advisors LLC 15,098$826,0001.08%
Cardan Capital Partners, LLC 109,315$5,982,0000.99%
Barber Financial Group, Inc. 55,983$3,063,0000.97%
View complete list of SPDR SER TR shareholders