SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 265 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,978 | -11.0% | 13,811 | -6.6% | 0.00% | 0.0% |
| Q2 2023 | $369,798 | -0.6% | 14,786 | -0.4% | 0.00% | -50.0% |
| Q1 2023 | $371,844 | -23.6% | 14,850 | +49.5% | 0.00% | 0.0% |
| Q4 2022 | $486,419 | -4.1% | 9,933 | -6.0% | 0.00% | -33.3% |
| Q3 2022 | $507,000 | -11.1% | 10,570 | -4.7% | 0.00% | -25.0% |
| Q2 2022 | $570,000 | -15.9% | 11,094 | -9.8% | 0.00% | 0.0% |
| Q1 2022 | $678,000 | -68.4% | 12,294 | -65.6% | 0.00% | -73.3% |
| Q4 2021 | $2,146,000 | +223.7% | 35,716 | +222.8% | 0.02% | +150.0% |
| Q3 2021 | $663,000 | +44.1% | 11,066 | +46.3% | 0.01% | +50.0% |
| Q2 2021 | $460,000 | +4.1% | 7,566 | +1.5% | 0.00% | -20.0% |
| Q1 2021 | $442,000 | +16.0% | 7,451 | +15.4% | 0.01% | 0.0% |
| Q4 2020 | $381,000 | -28.5% | 6,456 | -30.9% | 0.01% | -44.4% |
| Q3 2020 | $533,000 | -0.7% | 9,349 | -1.8% | 0.01% | 0.0% |
| Q2 2020 | $537,000 | +10.0% | 9,524 | +2.5% | 0.01% | -18.2% |
| Q1 2020 | $488,000 | -9.0% | 9,294 | +2.4% | 0.01% | +37.5% |
| Q4 2019 | $536,000 | – | 9,074 | – | 0.01% | – |
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% |