Accurate Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 327 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 36.50 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 Q4 2023
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