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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,426 | -3.3% | 20,631 | +1.6% | 0.01% | -7.1% |
| Q2 2023 | $508,024 | -0.1% | 20,313 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $508,633 | +2.1% | 20,313 | +99.6% | 0.01% | -6.7% |
| Q4 2022 | $498,388 | +539.0% | 10,177 | +696.3% | 0.02% | +650.0% |
| Q2 2021 | $78,000 | +2.6% | 1,278 | -0.5% | 0.00% | -33.3% |
| Q4 2020 | $76,000 | +7.0% | 1,284 | +2.1% | 0.00% | 0.0% |
| Q3 2020 | $71,000 | 0.0% | 1,257 | -2.7% | 0.00% | -40.0% |
| Q1 2020 | $71,000 | -28.3% | 1,292 | -23.2% | 0.01% | 0.0% |
| Q4 2019 | $99,000 | -22.7% | 1,683 | -23.4% | 0.01% | -37.5% |
| Q3 2019 | $128,000 | 0.0% | 2,198 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $128,000 | +1.6% | 2,198 | +0.4% | 0.01% | -11.1% |
| Q1 2019 | $126,000 | +3.3% | 2,189 | +0.3% | 0.01% | -18.2% |
| Q4 2018 | $122,000 | -1.6% | 2,182 | -1.0% | 0.01% | +22.2% |
| Q3 2018 | $124,000 | -3.1% | 2,204 | -2.6% | 0.01% | -10.0% |
| Q2 2018 | $128,000 | +64.1% | 2,262 | +61.7% | 0.01% | +66.7% |
| Q1 2018 | $78,000 | – | 1,399 | – | 0.01% | – |
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% |