Accurate Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 271 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$674,706
+1.7%
26,1920.0%0.16%
-16.5%
Q1 2024$663,443
-2.8%
26,192
-3.1%
0.19%
-8.5%
Q4 2023$682,313
+10.2%
27,033
+2.0%
0.21%
+9.3%
Q3 2023$619,352
+1453.5%
26,502
+3221.1%
0.19%
+1193.3%
Q4 2022$39,8687980.02%
Other shareholders
SPDR SER TR shareholders Q1 2023
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