Oakwell Private Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 338 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Oakwell Private Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$2,385,870
+6.8%
93,784
+7.8%
0.67%
-0.7%
Q1 2024$2,234,818
+8.3%
86,992
+6.6%
0.68%
-5.8%
Q4 2023$2,064,390
+8.1%
81,596
+1.8%
0.72%
-11.0%
Q3 2023$1,909,76980,1750.81%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
ACCURATE INVESTMENT SOLUTIONS, INC. 45,767$2,552,0001.93%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 159,319$8,880,0001.76%
AFT, FORSYTH & COMPANY, INC. 28,275$1,576,0001.47%
Private Ocean, LLC 50,920$2,838,0001.35%
Cardan Capital Partners, LLC 112,121$6,250,0001.04%
LexAurum Advisors, LLC 15,469$862,0000.73%
FC Advisory LLC 18,384$1,025,0000.67%
Gradient Capital Advisors, LLC 9,820$547,0000.55%
Wagner Wealth Management, LLC 12,004$669,0000.51%
McAdam, LLC 19,606$1,093,0000.50%
View complete list of SPDR SER TR shareholders