Strategies Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Strategies Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$253,518
-12.1%
10,643
-7.7%
0.05%
-15.3%
Q2 2023$288,418
-21.6%
11,532
-21.5%
0.06%
-27.2%
Q1 2023$367,687
-23.6%
14,684
+49.3%
0.08%
-31.9%
Q4 2022$481,471
+69.6%
9,832
+78.0%
0.12%
+46.9%
Q2 2022$283,8985,5250.08%
Other shareholders
SPDR SER TR shareholders Q3 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