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 | $513,139 | +6.1% | 21,542 | +11.4% | 0.05% | +14.6% |
| Q2 2023 | $483,484 | +70.8% | 19,332 | +71.0% | 0.04% | +57.7% |
| Q1 2023 | $283,098 | -70.9% | 11,306 | -43.0% | 0.03% | -72.9% |
| Q4 2022 | $971,565 | +298.2% | 19,840 | +289.6% | 0.10% | +300.0% |
| Q3 2022 | $244,000 | -5.1% | 5,092 | +1.6% | 0.02% | -4.0% |
| Q2 2022 | $257,000 | -7.6% | 5,010 | -0.6% | 0.02% | +47.1% |
| Q1 2022 | $278,000 | -8.3% | 5,038 | +0.0% | 0.02% | -10.5% |
| Q4 2021 | $303,000 | +22.7% | 5,037 | +22.3% | 0.02% | +11.8% |
| Q3 2021 | $247,000 | +488.1% | 4,118 | +492.5% | 0.02% | +466.7% |
| Q2 2021 | $42,000 | +5.0% | 695 | +3.7% | 0.00% | 0.0% |
| Q1 2021 | $40,000 | 0.0% | 670 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $40,000 | +233.3% | 670 | +240.1% | 0.00% | +200.0% |
| Q4 2019 | $12,000 | +1100.0% | 197 | +795.5% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -85.7% | 22 | -82.0% | 0.00% | -100.0% |
| Q3 2018 | $7,000 | +16.7% | 122 | +22.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |