SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 265 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $919,714 | -3.2% | 38,611 | +1.6% | 0.21% | +1.0% |
Q2 2023 | $950,530 | -0.1% | 38,006 | 0.0% | 0.21% | -4.2% |
Q1 2023 | $951,670 | +2.6% | 38,006 | +100.6% | 0.22% | +3.9% |
Q4 2022 | $927,590 | +4.9% | 18,942 | +2.7% | 0.21% | -8.0% |
Q3 2022 | $884,000 | +62.8% | 18,444 | +74.5% | 0.22% | +67.9% |
Q2 2022 | $543,000 | -38.9% | 10,568 | -34.3% | 0.13% | -29.8% |
Q1 2022 | $888,000 | +39.8% | 16,093 | +52.3% | 0.19% | +43.6% |
Q4 2021 | $635,000 | +1.0% | 10,568 | +0.6% | 0.13% | -9.5% |
Q3 2021 | $629,000 | -1.6% | 10,500 | 0.0% | 0.15% | -2.6% |
Q2 2021 | $639,000 | +94.8% | 10,500 | +90.2% | 0.15% | +91.1% |
Q1 2021 | $328,000 | – | 5,520 | – | 0.08% | – |
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% |