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 | $166,533 | -4.7% | 6,991 | +0.0% | 0.22% | -17.5% |
| Q2 2023 | $174,770 | -0.1% | 6,988 | 0.0% | 0.27% | -3.9% |
| Q1 2023 | $174,980 | -26.8% | 6,988 | +43.1% | 0.28% | -31.7% |
| Q4 2022 | $239,169 | -42.5% | 4,884 | -43.7% | 0.41% | -46.1% |
| Q3 2022 | $416,000 | -6.7% | 8,672 | 0.0% | 0.76% | +4.4% |
| Q2 2022 | $446,000 | -21.2% | 8,672 | -15.4% | 0.73% | -10.0% |
| Q1 2022 | $566,000 | – | 10,256 | – | 0.81% | – |
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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% |