SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 215 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 5.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $799,745 | -7.0% | 33,575 | -2.4% | 0.07% | -6.9% |
| Q2 2023 | $859,944 | -10.3% | 34,384 | -10.2% | 0.07% | -15.3% |
| Q1 2023 | $958,732 | +11.9% | 38,288 | +118.8% | 0.08% | +2.4% |
| Q4 2022 | $856,975 | +129.1% | 17,500 | +124.0% | 0.08% | +112.8% |
| Q3 2022 | $374,000 | -44.4% | 7,814 | -40.3% | 0.04% | -44.3% |
| Q2 2022 | $673,000 | +31.4% | 13,092 | +41.0% | 0.07% | +48.9% |
| Q1 2022 | $512,000 | -71.8% | 9,286 | -69.3% | 0.05% | -70.8% |
| Q4 2021 | $1,818,000 | +175.0% | 30,261 | +174.5% | 0.16% | +151.6% |
| Q3 2021 | $661,000 | -0.8% | 11,025 | +0.7% | 0.06% | -4.5% |
| Q2 2021 | $666,000 | +12.5% | 10,948 | +9.6% | 0.07% | -88.8% |
| Q1 2021 | $592,000 | -74.8% | 9,986 | -74.9% | 0.60% | +126.4% |
| Q4 2020 | $2,345,000 | +326.4% | 39,756 | +310.7% | 0.26% | -59.2% |
| Q3 2020 | $550,000 | +5.8% | 9,679 | +4.9% | 0.65% | +584.2% |
| Q2 2020 | $520,000 | -8.5% | 9,226 | -11.2% | 0.10% | -88.6% |
| Q1 2020 | $568,000 | -5.8% | 10,387 | +1.6% | 0.84% | +673.1% |
| Q4 2019 | $603,000 | -1.0% | 10,219 | -0.4% | 0.11% | -9.2% |
| Q3 2019 | $609,000 | +3.6% | 10,260 | +2.0% | 0.12% | +3.5% |
| Q2 2019 | $588,000 | -64.5% | 10,061 | -65.1% | 0.12% | -65.8% |
| Q1 2019 | $1,655,000 | +192.4% | 28,811 | +185.3% | 0.34% | +171.0% |
| Q4 2018 | $566,000 | -17.1% | 10,097 | -16.8% | 0.12% | -13.9% |
| Q3 2018 | $683,000 | +31.3% | 12,134 | +31.8% | 0.14% | -8.9% |
| Q2 2018 | $520,000 | +52.5% | 9,204 | +50.5% | 0.16% | +110.7% |
| Q1 2018 | $341,000 | -25.7% | 6,114 | -25.9% | 0.08% | -26.5% |
| Q4 2017 | $459,000 | +3.1% | 8,255 | +5.8% | 0.10% | -1.9% |
| Q3 2017 | $445,000 | +3.7% | 7,799 | +3.4% | 0.10% | -1.9% |
| Q2 2017 | $429,000 | +4.4% | 7,544 | +4.0% | 0.11% | -0.9% |
| Q1 2017 | $411,000 | +4.3% | 7,254 | +3.1% | 0.11% | -1.8% |
| Q4 2016 | $394,000 | +2.6% | 7,036 | +8.6% | 0.11% | 0.0% |
| Q3 2016 | $384,000 | -2.5% | 6,479 | -1.5% | 0.11% | +0.9% |
| Q2 2016 | $394,000 | +7.9% | 6,581 | +4.0% | 0.11% | +9.1% |
| Q1 2016 | $365,000 | +1.4% | 6,326 | +0.2% | 0.10% | +6.5% |
| Q4 2015 | $360,000 | +50.0% | 6,314 | +48.3% | 0.09% | +50.0% |
| Q3 2015 | $240,000 | +39.5% | 4,257 | +36.5% | 0.06% | +31.9% |
| Q2 2015 | $172,000 | +1.8% | 3,119 | +6.3% | 0.05% | +11.9% |
| Q1 2015 | $169,000 | +42.0% | 2,933 | +42.0% | 0.04% | +31.2% |
| Q4 2014 | $119,000 | +164.4% | 2,065 | +161.1% | 0.03% | +128.6% |
| Q3 2014 | $45,000 | – | 791 | – | 0.01% | – |
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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% |