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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167 | -0.6% | 7,014 | +4.1% | 0.00% | 0.0% |
| Q2 2023 | $168 | +140.0% | 6,737 | +141.9% | 0.00% | – |
| Q1 2023 | $70 | +40.0% | 2,785 | +172.8% | 0.00% | – |
| Q4 2022 | $50 | -100.0% | 1,021 | -52.1% | 0.00% | -100.0% |
| Q3 2022 | $102,000 | -40.4% | 2,133 | -35.8% | 0.00% | 0.0% |
| Q2 2022 | $171,000 | +11.8% | 3,321 | +19.5% | 0.00% | 0.0% |
| Q1 2022 | $153,000 | +36.6% | 2,778 | +49.1% | 0.00% | 0.0% |
| Q4 2021 | $112,000 | +1020.0% | 1,863 | +989.5% | 0.00% | – |
| Q2 2021 | $10,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q1 2021 | $10,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q3 2019 | $10,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q2 2019 | $10,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q1 2019 | $10,000 | -67.7% | 171 | -68.9% | 0.00% | -100.0% |
| Q4 2017 | $31,000 | -22.5% | 550 | -21.5% | 0.00% | -50.0% |
| Q3 2017 | $40,000 | +29.0% | 701 | +27.5% | 0.00% | 0.0% |
| Q2 2017 | $31,000 | -44.6% | 550 | -44.1% | 0.00% | -33.3% |
| Q1 2017 | $56,000 | +69.7% | 984 | +65.4% | 0.00% | +50.0% |
| Q4 2016 | $33,000 | -5.7% | 595 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $35,000 | -2.8% | 595 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $36,000 | +5.9% | 595 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $34,000 | – | 595 | – | 0.00% | – |
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% |