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 | $6,342,054 | -11.4% | 266,249 | -6.9% | 0.45% | -4.7% |
| Q2 2023 | $7,155,207 | -23.1% | 286,094 | -23.0% | 0.47% | -8.0% |
| Q1 2023 | $9,304,950 | +72.9% | 371,603 | +238.1% | 0.51% | +45.3% |
| Q4 2022 | $5,383,026 | -47.5% | 109,925 | -48.6% | 0.35% | -52.6% |
| Q3 2022 | $10,253,000 | +41.5% | 213,957 | +51.7% | 0.74% | +44.4% |
| Q2 2022 | $7,247,000 | -40.9% | 141,054 | -36.6% | 0.51% | -31.7% |
| Q1 2022 | $12,263,000 | -10.5% | 222,359 | -2.5% | 0.75% | -12.0% |
| Q4 2021 | $13,699,000 | -3.7% | 228,018 | -3.9% | 0.85% | -21.3% |
| Q3 2021 | $14,231,000 | -21.4% | 237,374 | -20.3% | 1.08% | -22.0% |
| Q2 2021 | $18,116,000 | +1.0% | 297,860 | -1.5% | 1.39% | -9.1% |
| Q1 2021 | $17,944,000 | +59.6% | 302,440 | +58.7% | 1.53% | +43.4% |
| Q4 2020 | $11,244,000 | -36.2% | 190,616 | -38.5% | 1.07% | -20.5% |
| Q3 2020 | $17,628,000 | +179.9% | 310,010 | +177.5% | 1.34% | +58.0% |
| Q2 2020 | $6,297,000 | +37.3% | 111,735 | +33.3% | 0.85% | +15.4% |
| Q1 2020 | $4,586,000 | +6.6% | 83,803 | +14.9% | 0.74% | +20.5% |
| Q4 2019 | $4,302,000 | +7.5% | 72,907 | +8.2% | 0.61% | -7.3% |
| Q3 2019 | $4,002,000 | +351.2% | 67,406 | +344.0% | 0.66% | +213.8% |
| Q2 2019 | $887,000 | +98.9% | 15,181 | +95.7% | 0.21% | +112.1% |
| Q1 2019 | $446,000 | -61.6% | 7,758 | -62.7% | 0.10% | -74.6% |
| Q1 2018 | $1,160,000 | -27.9% | 20,802 | -28.0% | 0.39% | -9.5% |
| Q4 2017 | $1,608,000 | – | 28,886 | – | 0.43% | – |
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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% |