SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,098 | +13.2% | 88,072 | +18.8% | 0.08% | +14.1% |
| Q2 2023 | $1,854 | -23.7% | 74,134 | -23.6% | 0.07% | -30.4% |
| Q1 2023 | $2,429 | -32.4% | 97,005 | +32.1% | 0.10% | -37.0% |
| Q4 2022 | $3,595 | -99.8% | 73,418 | +118.7% | 0.16% | +100.0% |
| Q3 2022 | $1,608,000 | +28.3% | 33,563 | +37.6% | 0.08% | +32.8% |
| Q2 2022 | $1,253,000 | +3197.4% | 24,393 | +3466.2% | 0.06% | +2950.0% |
| Q1 2022 | $38,000 | +90.0% | 684 | +107.3% | 0.00% | +100.0% |
| Q4 2021 | $20,000 | 0.0% | 330 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | +300.0% | 330 | +302.4% | 0.00% | – |
| Q2 2021 | $5,000 | +66.7% | 82 | +86.4% | 0.00% | – |
| Q1 2021 | $3,000 | -96.8% | 44 | -97.2% | 0.00% | -100.0% |
| Q4 2020 | $94,000 | +5.6% | 1,599 | +2.4% | 0.01% | 0.0% |
| Q3 2020 | $89,000 | +8.5% | 1,562 | +7.6% | 0.01% | 0.0% |
| Q2 2020 | $82,000 | +67.3% | 1,452 | +70.2% | 0.01% | +50.0% |
| Q1 2019 | $49,000 | – | 853 | – | 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% |