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 | $3,161,367 | -5.1% | 132,719 | -0.3% | 0.05% | 0.0% |
| Q2 2023 | $3,330,507 | -29.5% | 133,167 | -29.5% | 0.05% | -30.0% |
| Q1 2023 | $4,727,327 | +67665.6% | 188,791 | +32.5% | 0.07% | -32.7% |
| Q4 2022 | $6,976 | -99.8% | 142,451 | +90.8% | 0.10% | +73.3% |
| Q3 2022 | $3,578,000 | +27.8% | 74,656 | +37.0% | 0.06% | +36.4% |
| Q2 2022 | $2,800,000 | +209.7% | 54,500 | +232.4% | 0.04% | +238.5% |
| Q1 2022 | $904,000 | +276.7% | 16,396 | +303.7% | 0.01% | +225.0% |
| Q4 2020 | $240,000 | +11.6% | 4,061 | +7.4% | 0.00% | +33.3% |
| Q3 2020 | $215,000 | – | 3,782 | – | 0.00% | – |
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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% |