BANK OF MONTREAL /CAN/ - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 268 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 5.56 and the average weighting 0.3%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$33,000
+312.5%
562
+329.0%
0.00%
Q4 2021$8,000
-93.3%
131
-93.4%
0.00%
Q3 2019$119,000
+1.7%
2,0000.0%0.00%
Q2 2019$117,000
+1.7%
2,0000.0%0.00%
Q1 2019$115,000
+2.7%
2,0000.0%0.00%
Q4 2018$112,000
-5.9%
2,000
-5.0%
0.00%
Q3 2018$119,000
+5.3%
2,105
+5.2%
0.00%
Q2 2018$113,000
+1.8%
2,0000.0%0.00%
Q4 2017$111,000
-2.6%
2,0000.0%0.00%
Q3 2017$114,0000.0%2,0000.0%0.00%
Q2 2017$114,000
+0.9%
2,0000.0%0.00%
Q1 2017$113,000
+3.7%
2,0000.0%0.00%
Q4 2016$109,000
-8.4%
2,0000.0%0.00%
Q3 2016$119,000
-0.8%
2,0000.0%0.00%
Q2 2016$120,000
+4.3%
2,0000.0%0.00%
Q1 2016$115,000
+0.9%
2,0000.0%0.00%
Q4 2015$114,000
+0.9%
2,0000.0%0.00%
Q3 2015$113,000
+1.8%
2,0000.0%0.00%
Q2 2015$111,000
-3.5%
2,0000.0%0.00%
Q1 2015$115,0000.0%2,0000.0%0.00%
Q4 2014$115,000
-29.4%
2,000
-30.1%
0.00%
Q3 2014$163,000
+3.2%
2,862
+2.2%
0.00%
Q2 2014$158,000
+45.0%
2,800
+40.0%
0.00%
Q1 2014$109,000
+6.9%
2,0000.0%0.00%
Q4 2013$102,000
-2.9%
2,0000.0%0.00%
Q3 2013$105,000
-2.8%
2,0000.0%0.00%
Q2 2013$108,0002,0000.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
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