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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $344,000 | -26.7% | 6,012 | -28.7% | 0.10% | -34.2% |
| Q4 2018 | $469,000 | -5.1% | 8,433 | -3.9% | 0.16% | +0.6% |
| Q3 2018 | $494,000 | +1.0% | 8,775 | +1.2% | 0.16% | -3.1% |
| Q2 2018 | $489,000 | +5.2% | 8,671 | +4.1% | 0.16% | +3.2% |
| Q1 2018 | $465,000 | +28.5% | 8,328 | +27.6% | 0.16% | +29.8% |
| Q4 2017 | $362,000 | -17.0% | 6,527 | -14.6% | 0.12% | -21.9% |
| Q3 2017 | $436,000 | -2.5% | 7,644 | -2.5% | 0.16% | -7.2% |
| Q2 2017 | $447,000 | +1254.5% | 7,841 | +1249.6% | 0.17% | +1184.6% |
| Q1 2017 | $33,000 | -8.3% | 581 | -10.2% | 0.01% | -13.3% |
| Q4 2016 | $36,000 | -7.7% | 647 | -1.2% | 0.02% | -11.8% |
| Q3 2016 | $39,000 | -98.5% | 655 | -98.6% | 0.02% | -98.6% |
| Q4 2015 | $2,596,000 | -0.8% | 45,498 | -1.6% | 1.25% | +1.3% |
| Q3 2015 | $2,616,000 | -0.2% | 46,217 | -2.6% | 1.23% | +1.3% |
| Q2 2015 | $2,620,000 | +3.8% | 47,434 | +8.2% | 1.22% | +1.4% |
| Q1 2015 | $2,523,000 | +5.0% | 43,828 | +6.4% | 1.20% | +0.2% |
| Q4 2014 | $2,402,000 | +101.3% | 41,195 | +97.4% | 1.20% | +90.1% |
| Q3 2014 | $1,193,000 | +22.7% | 20,867 | +20.8% | 0.63% | +23.6% |
| Q2 2014 | $972,000 | – | 17,268 | – | 0.51% | – |
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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% |