SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 254 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $940,127 | +98445.8% | 39,468 | +3.5% | 0.03% | 0.0% |
| Q2 2023 | $954 | +1.2% | 38,148 | +1.3% | 0.03% | -6.7% |
| Q1 2023 | $943 | +3.6% | 37,647 | +102.6% | 0.03% | -3.2% |
| Q4 2022 | $910 | -99.9% | 18,583 | -17.2% | 0.03% | -22.5% |
| Q3 2022 | $1,076,000 | -5.4% | 22,456 | +1.4% | 0.04% | -2.4% |
| Q2 2022 | $1,138,000 | -7.1% | 22,141 | -0.4% | 0.04% | +7.9% |
| Q1 2022 | $1,225,000 | +1.7% | 22,229 | +10.8% | 0.04% | +5.6% |
| Q4 2021 | $1,205,000 | +27.9% | 20,062 | +27.7% | 0.04% | +16.1% |
| Q3 2021 | $942,000 | -1.2% | 15,715 | +0.3% | 0.03% | -3.1% |
| Q2 2021 | $953,000 | +16.9% | 15,675 | +14.0% | 0.03% | +14.3% |
| Q1 2021 | $815,000 | +15.4% | 13,747 | +14.8% | 0.03% | +3.7% |
| Q4 2020 | $706,000 | +2.9% | 11,971 | -0.8% | 0.03% | -10.0% |
| Q3 2020 | $686,000 | +5.9% | 12,065 | +4.9% | 0.03% | -3.2% |
| Q2 2020 | $648,000 | – | 11,505 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 541,457 | $12,897,506 | 4.42% |
| Revolve Wealth Partners, LLC | 724,261 | $17,251,892 | 3.97% |
| Collaborative Wealth Managment Inc. | 246,102 | $5,862,151 | 3.50% |
| Erickson Financial Group, LLC | 156,095 | $3,718,183 | 3.48% |
| Private Ocean, LLC | 1,114,426 | $26,545,626 | 3.37% |
| Avantax Planning Partners, Inc. | 3,021,719 | $71,977,347 | 3.01% |
| Orcam Financial Group | 90,974 | $2,166,990 | 2.92% |
| Running Point Capital Advisors, LLC | 158,704 | $3,780,329 | 2.19% |
| QP WEALTH MANAGEMENT, LLC | 45,803 | $1,091,027 | 1.90% |
| High Net Worth Advisory Group LLC | 190,751 | $4,543,714 | 1.82% |