SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 223 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,862 | -4.4% | 3,593 | 0.0% | 0.04% | +2.7% |
| Q2 2023 | $89,849 | -0.1% | 3,593 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $89,957 | +2.3% | 3,593 | +99.9% | 0.04% | 0.0% |
| Q4 2022 | $87,976 | +2.3% | 1,797 | +0.7% | 0.04% | -5.0% |
| Q3 2022 | $86,000 | -5.5% | 1,785 | +0.9% | 0.04% | +5.3% |
| Q2 2022 | $91,000 | -6.2% | 1,769 | +0.9% | 0.04% | +11.8% |
| Q1 2022 | $97,000 | -7.6% | 1,754 | +0.5% | 0.03% | 0.0% |
| Q4 2021 | $105,000 | +1.0% | 1,745 | +1.0% | 0.03% | 0.0% |
| Q3 2021 | $104,000 | 0.0% | 1,727 | +0.8% | 0.03% | -2.9% |
| Q2 2021 | $104,000 | +4.0% | 1,714 | +0.8% | 0.04% | -2.8% |
| Q4 2020 | $100,000 | +3.1% | 1,700 | 0.0% | 0.04% | -7.7% |
| Q3 2020 | $97,000 | -14.2% | 1,700 | -15.4% | 0.04% | -20.4% |
| Q2 2020 | $113,000 | -22.1% | 2,009 | -24.2% | 0.05% | -29.0% |
| Q1 2020 | $145,000 | -21.6% | 2,652 | -15.6% | 0.07% | +19.0% |
| Q4 2019 | $185,000 | – | 3,143 | – | 0.06% | – |
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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% |