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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,649,364 | -11.8% | 65,948 | -11.7% | 0.19% | -15.8% |
| Q1 2023 | $1,870,552 | -26.2% | 74,703 | +44.4% | 0.22% | -29.5% |
| Q4 2022 | $2,533,564 | -77.2% | 51,737 | -77.7% | 0.32% | -79.3% |
| Q3 2022 | $11,114,000 | +11.3% | 231,926 | +19.3% | 1.52% | +19.6% |
| Q2 2022 | $9,989,000 | +1567.6% | 194,410 | +1691.3% | 1.27% | +1620.3% |
| Q1 2022 | $599,000 | -7.7% | 10,853 | +0.5% | 0.07% | -8.6% |
| Q4 2021 | $649,000 | +1.2% | 10,798 | +1.1% | 0.08% | -10.0% |
| Q3 2021 | $641,000 | -0.6% | 10,685 | +0.7% | 0.09% | -2.2% |
| Q2 2021 | $645,000 | +3.4% | 10,607 | +0.8% | 0.09% | -4.2% |
| Q1 2021 | $624,000 | +1.1% | 10,520 | +0.6% | 0.10% | -1.0% |
| Q4 2020 | $617,000 | +4.0% | 10,458 | +0.2% | 0.10% | -8.5% |
| Q3 2020 | $593,000 | +1.7% | 10,433 | +0.9% | 0.11% | -7.0% |
| Q2 2020 | $583,000 | +4.1% | 10,340 | +1.0% | 0.11% | -18.0% |
| Q1 2020 | $560,000 | -6.7% | 10,239 | +0.6% | 0.14% | +21.9% |
| Q4 2019 | $600,000 | +0.5% | 10,177 | +1.3% | 0.11% | -9.5% |
| Q3 2019 | $597,000 | +2.6% | 10,050 | +1.0% | 0.13% | -3.1% |
| Q2 2019 | $582,000 | +1.7% | 9,950 | 0.0% | 0.13% | -3.7% |
| Q1 2019 | $572,000 | +13.3% | 9,950 | +10.6% | 0.14% | +6.3% |
| Q4 2018 | $505,000 | – | 9,000 | – | 0.13% | – |
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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% |