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 | $2,237,538 | +3.9% | 93,935 | +9.1% | 0.23% | +4.0% |
| Q2 2023 | $2,154,237 | +16.8% | 86,135 | +17.0% | 0.22% | +8.8% |
| Q1 2023 | $1,843,978 | +9.2% | 73,641 | +113.5% | 0.20% | -1.0% |
| Q4 2022 | $1,689,286 | +1.2% | 34,496 | +1966.9% | 0.21% | -10.8% |
| Q3 2022 | $1,669,000 | -5.1% | 1,669 | -95.1% | 0.23% | -2.1% |
| Q2 2022 | $1,759,000 | -15.4% | 34,252 | -9.2% | 0.24% | +4.9% |
| Q1 2022 | $2,079,000 | -44.7% | 37,709 | -39.8% | 0.23% | -39.6% |
| Q4 2021 | $3,761,000 | – | 62,612 | – | 0.37% | – |
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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% |