SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 270 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $978,720 | -11.7% | 41,088 | -7.3% | 0.58% | -9.7% |
Q2 2023 | $1,108,921 | -3.3% | 44,339 | -3.1% | 0.64% | -2.3% |
Q1 2023 | $1,146,270 | -7.7% | 45,778 | +80.4% | 0.66% | -21.3% |
Q4 2022 | $1,242,377 | -4.7% | 25,370 | -6.8% | 0.83% | -11.3% |
Q3 2022 | $1,304,000 | -64.6% | 27,207 | -62.1% | 0.94% | -62.0% |
Q2 2022 | $3,686,000 | +62.8% | 71,740 | +74.7% | 2.47% | +63.1% |
Q1 2022 | $2,264,000 | -58.6% | 41,059 | -55.0% | 1.52% | -61.6% |
Q4 2021 | $5,469,000 | 0.0% | 91,232 | 0.0% | 3.94% | 0.0% |
Q3 2021 | $5,469,000 | +9.2% | 91,232 | +10.8% | 3.94% | +13.1% |
Q2 2021 | $5,010,000 | +11.3% | 82,374 | +8.6% | 3.49% | +6.6% |
Q1 2021 | $4,501,000 | – | 75,865 | – | 3.27% | – |
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% |