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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $505,216 | -17.2% | 10,316 | -19.0% | 0.02% | -21.7% |
| Q3 2022 | $610,000 | +10.3% | 12,738 | +18.3% | 0.02% | +21.1% |
| Q2 2022 | $553,000 | -0.2% | 10,771 | +7.2% | 0.02% | +11.8% |
| Q1 2022 | $554,000 | -28.4% | 10,046 | -22.0% | 0.02% | -22.7% |
| Q4 2021 | $774,000 | +1.3% | 12,884 | +1.2% | 0.02% | -4.3% |
| Q3 2021 | $764,000 | -4.6% | 12,736 | -3.3% | 0.02% | -4.2% |
| Q2 2021 | $801,000 | +4.4% | 13,171 | +1.8% | 0.02% | -4.0% |
| Q1 2021 | $767,000 | -6.8% | 12,932 | -7.3% | 0.02% | -10.7% |
| Q4 2020 | $823,000 | -31.9% | 13,949 | -34.4% | 0.03% | -41.7% |
| Q3 2020 | $1,209,000 | +9.3% | 21,254 | +8.3% | 0.05% | -2.0% |
| Q2 2020 | $1,106,000 | +34.9% | 19,619 | +31.0% | 0.05% | 0.0% |
| Q1 2020 | $820,000 | +0.6% | 14,982 | +8.5% | 0.05% | +44.1% |
| Q4 2019 | $815,000 | +35.2% | 13,811 | +35.9% | 0.03% | +17.2% |
| Q3 2019 | $603,000 | – | 10,161 | – | 0.03% | – |
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% |