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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,116,576 | -50.7% | 88,857 | -48.3% | 0.00% | -50.0% |
| Q2 2023 | $4,295,491 | -1.5% | 171,751 | -1.3% | 0.01% | 0.0% |
| Q1 2023 | $4,359,147 | -13.0% | 174,087 | +70.1% | 0.01% | -25.0% |
| Q4 2022 | $5,011,278 | +98.4% | 102,333 | +94.1% | 0.01% | +100.0% |
| Q3 2022 | $2,526,000 | +39.3% | 52,713 | +49.3% | 0.00% | +33.3% |
| Q2 2022 | $1,814,000 | +11237.5% | 35,295 | +11704.3% | 0.00% | – |
| Q1 2022 | $16,000 | -95.4% | 299 | -94.8% | 0.00% | -100.0% |
| Q4 2021 | $346,000 | -4.7% | 5,748 | -5.2% | 0.00% | 0.0% |
| Q3 2021 | $363,000 | +85.2% | 6,066 | +88.2% | 0.00% | – |
| Q2 2021 | $196,000 | +2350.0% | 3,224 | +2154.5% | 0.00% | – |
| Q1 2021 | $8,000 | -89.6% | 143 | -89.4% | 0.00% | – |
| Q3 2020 | $77,000 | +1.3% | 1,353 | 0.0% | 0.00% | – |
| Q2 2020 | $76,000 | +261.9% | 1,353 | +268.7% | 0.00% | – |
| Q1 2019 | $21,000 | +250.0% | 367 | +219.1% | 0.00% | – |
| Q3 2018 | $6,000 | – | 115 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,266,258 | $60,679,000 | 9.56% |
| Orcam Financial Group | 69,072 | $3,310,000 | 5.62% |
| Pinnacle Wealth Planning Services, Inc. | 600,000 | $28,752,000 | 5.32% |
| Erickson Financial Group, LLC | 70,534 | $3,380,000 | 3.76% |
| Revolve Wealth Partners, LLC | 184,372 | $8,835,000 | 2.95% |
| Avantax Planning Partners, Inc. | 1,125,487 | $53,933,000 | 2.43% |
| Collaborative Wealth Managment Inc. | 66,693 | $3,196,000 | 2.26% |
| Running Point Capital Advisors, LLC | 66,567 | $3,190,000 | 2.11% |
| Parkside Investments, LLC | 193,028 | $9,249,000 | 1.99% |
| Melone Private Wealth, LLC | 43,719 | $2,124,000 | 1.86% |