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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,984,568 | +100.8% | 159,319 | +293.3% | 0.07% | +75.6% |
| Q4 2022 | $1,983,964 | +251.8% | 40,513 | +293.1% | 0.04% | -4.7% |
| Q1 2020 | $564,000 | -19.2% | 10,306 | -12.9% | 0.04% | +126.3% |
| Q4 2019 | $698,000 | +44.5% | 11,829 | +45.3% | 0.02% | +11.8% |
| Q3 2019 | $483,000 | -8.3% | 8,139 | -8.4% | 0.02% | -15.0% |
| Q2 2019 | $527,000 | +145.1% | 8,884 | +133.9% | 0.02% | +42.9% |
| Q1 2017 | $215,000 | -49.1% | 3,798 | -49.7% | 0.01% | -56.2% |
| Q4 2016 | $422,000 | -3.4% | 7,548 | +2.5% | 0.03% | -20.0% |
| Q3 2016 | $437,000 | -10.6% | 7,362 | -10.2% | 0.04% | -24.5% |
| Q2 2016 | $489,000 | +47.3% | 8,200 | +42.7% | 0.05% | +39.5% |
| Q1 2016 | $332,000 | – | 5,748 | – | 0.04% | – |
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% |