SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 268 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 5.56 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,878 | -4.7% | 2,808 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $70,206 | -1.8% | 2,807 | -1.7% | 0.00% | 0.0% |
| Q1 2023 | $71,481 | -39.7% | 2,855 | +18.0% | 0.00% | 0.0% |
| Q4 2022 | $118,514 | +46.3% | 2,420 | +43.3% | 0.00% | 0.0% |
| Q3 2022 | $81,000 | +72.3% | 1,689 | +83.4% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -6.0% | 921 | +0.9% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | -9.1% | 913 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $55,000 | +1733.3% | 908 | +1963.6% | 0.00% | – |
| Q1 2021 | $3,000 | – | 44 | – | 0.00% | – |
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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% |