SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 251 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $251,348 | -17.0% | 10,552 | +66.7% | 0.04% | -36.9% |
Q3 2022 | $303,000 | -37.5% | 6,330 | -33.0% | 0.06% | -38.7% |
Q2 2022 | $485,000 | -55.3% | 9,446 | -52.0% | 0.11% | -47.5% |
Q1 2022 | $1,085,000 | -18.7% | 19,681 | -11.5% | 0.20% | -17.6% |
Q4 2021 | $1,335,000 | +0.5% | 22,228 | +0.3% | 0.24% | -6.8% |
Q3 2021 | $1,329,000 | -1.3% | 22,164 | +0.1% | 0.26% | -4.4% |
Q2 2021 | $1,346,000 | +2.4% | 22,132 | -0.0% | 0.28% | -10.7% |
Q1 2021 | $1,314,000 | +2.0% | 22,141 | +1.4% | 0.31% | +0.7% |
Q4 2020 | $1,288,000 | +6.7% | 21,833 | +2.8% | 0.31% | -18.2% |
Q3 2020 | $1,207,000 | +12.8% | 21,229 | +11.8% | 0.37% | -2.3% |
Q2 2020 | $1,070,000 | +41.5% | 18,989 | +37.5% | 0.38% | -18.3% |
Q1 2020 | $756,000 | +87.6% | 13,810 | +102.3% | 0.47% | +94.6% |
Q4 2019 | $403,000 | – | 6,826 | – | 0.24% | – |
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% |