SAXON INTERESTS, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 270 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
SAXON INTERESTS, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$1,262,205
-4.3%
50,468
-4.1%
0.68%
-9.3%
Q1 2023$1,318,256
+13.8%
52,646
+127.5%
0.74%
+12.7%
Q4 2022$1,158,906
+375.0%
23,146
+423.8%
0.66%
+408.5%
Q1 2022$244,000
-7.6%
4,419
-0.3%
0.13%
-12.8%
Q4 2021$264,0004,4340.15%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 541,457$12,897,5064.42%
Revolve Wealth Partners, LLC 724,261$17,251,8923.97%
Collaborative Wealth Managment Inc. 246,102$5,862,1513.50%
Erickson Financial Group, LLC 156,095$3,718,1833.48%
Private Ocean, LLC 1,114,426$26,545,6263.37%
Avantax Planning Partners, Inc. 3,021,719$71,977,3473.01%
Orcam Financial Group 90,974$2,166,9902.92%
Running Point Capital Advisors, LLC 158,704$3,780,3292.19%
QP WEALTH MANAGEMENT, LLC 45,803$1,091,0271.90%
High Net Worth Advisory Group LLC 190,751$4,543,7141.82%
View complete list of SPDR SER TR shareholders