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 | $22 | -4.3% | 940 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $23 | 0.0% | 936 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $23 | 0.0% | 932 | +100.4% | 0.00% | 0.0% |
| Q4 2022 | $23 | -99.9% | 465 | +0.6% | 0.00% | -50.0% |
| Q3 2022 | $22,000 | -8.3% | 462 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -4.0% | 460 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -73.1% | 457 | -70.3% | 0.00% | -66.7% |
| Q4 2021 | $93,000 | +244.4% | 1,540 | +242.2% | 0.01% | +200.0% |
| Q3 2021 | $27,000 | +12.5% | 450 | +11.9% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | -27.3% | 402 | -33.4% | 0.00% | -50.0% |
| Q1 2020 | $33,000 | -5.7% | 604 | +0.7% | 0.00% | +33.3% |
| Q4 2019 | $35,000 | 0.0% | 600 | +1.2% | 0.00% | -25.0% |
| Q3 2019 | $35,000 | +2.9% | 593 | +1.0% | 0.00% | 0.0% |
| Q2 2019 | $34,000 | -82.8% | 587 | -83.4% | 0.00% | -84.6% |
| Q4 2018 | $198,000 | -29.8% | 3,539 | -29.8% | 0.03% | -46.9% |
| Q4 2016 | $282,000 | – | 5,038 | – | 0.05% | – |
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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% |