SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 248 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.66 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,067 | -20.4% | 23,554 | -16.4% | 0.01% | -25.0% |
| Q2 2023 | $705,046 | -22.6% | 28,191 | -22.5% | 0.01% | -27.3% |
| Q1 2023 | $910,656 | -8.2% | 36,368 | +79.6% | 0.01% | -15.4% |
| Q4 2022 | $991,568 | -5.0% | 20,248 | -7.1% | 0.01% | -18.8% |
| Q3 2022 | $1,044,000 | +5.6% | 21,792 | +13.3% | 0.02% | +6.7% |
| Q2 2022 | $989,000 | +15.4% | 19,240 | +23.7% | 0.02% | +25.0% |
| Q1 2022 | $857,000 | +2.9% | 15,560 | +12.2% | 0.01% | -7.7% |
| Q4 2021 | $833,000 | +52.6% | 13,871 | +52.0% | 0.01% | +44.4% |
| Q3 2021 | $546,000 | +8.8% | 9,123 | +10.4% | 0.01% | 0.0% |
| Q2 2021 | $502,000 | +125.1% | 8,262 | +108.8% | 0.01% | +50.0% |
| Q2 2020 | $223,000 | -8.6% | 3,957 | -11.6% | 0.01% | -14.3% |
| Q1 2020 | $244,000 | – | 4,474 | – | 0.01% | – |
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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% |