CALTON & ASSOCIATES, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 182 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$653,066
+6.6%
26,112
+6.8%
0.30%
+7.4%
Q1 2023$612,439
-14.1%
24,458
+67.9%
0.28%
+2.9%
Q4 2022$713,196
+37.9%
14,564
+35.0%
0.28%
-6.8%
Q3 2022$517,000
-12.8%
10,792
-6.6%
0.30%
-10.3%
Q2 2022$593,000
-43.1%
11,555
-38.9%
0.33%
+6.5%
Q1 2022$1,042,000
-3.3%
18,907
+5.4%
0.31%
+7.6%
Q4 2021$1,078,000
-0.2%
17,942
-0.4%
0.29%
+22.0%
Q3 2021$1,080,000
+7.2%
18,019
+8.7%
0.24%
+23.6%
Q2 2021$1,007,000
+8.2%
16,580
+5.7%
0.19%
+5.5%
Q1 2021$931,000
+3.7%
15,692
+3.0%
0.18%
+13.1%
Q4 2020$898,000
+6.5%
15,229
+2.7%
0.16%
-7.5%
Q3 2020$843,000
+5.5%
14,830
+4.6%
0.17%
-0.6%
Q2 2020$799,000
+1.4%
14,177
-1.6%
0.17%
-10.8%
Q1 2020$788,000
+8.1%
14,401
+16.6%
0.20%
+33.6%
Q4 2019$729,000
+139.8%
12,349
+141.1%
0.15%
+114.7%
Q3 2019$304,000
+23.6%
5,122
+17.3%
0.07%
-5.6%
Q2 2018$246,000
+42.2%
4,368
+40.5%
0.07%
+63.6%
Q4 2017$173,0003,1090.04%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Private Ocean, LLC 1,471,828$88,427,00010.35%
Orcam Financial Group 71,708$4,308,0005.90%
Thrive Wealth Management, LLC 193,083$11,600,0003.96%
Beta Wealth Group, Inc. 91,232$5,469,0003.94%
Revolve Wealth Partners, LLC 225,845$13,569,0003.90%
Erickson Financial Group, LLC 70,181$4,216,0003.63%
BIVIN & ASSOCIATES, INC. 64,404$3,869,0003.38%
Value Monitoring, Inc. 10,027$602,0002.77%
RIVERSEDGE ADVISORS, LLC 120,851$7,261,0002.30%
ROBINSON CAPITAL MANAGEMENT, LLC 60,000$3,600,0002.24%
View complete list of SPDR SER TR shareholders