SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 248 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.66 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $976,547 | -19.3% | 40,997 | -15.2% | 0.19% | -17.5% |
| Q2 2023 | $1,209,664 | -4.5% | 48,367 | -4.4% | 0.23% | -11.4% |
| Q1 2023 | $1,266,258 | +2.5% | 50,569 | +100.4% | 0.26% | -6.7% |
| Q4 2022 | $1,235,499 | +1.4% | 25,230 | -0.7% | 0.28% | -2.1% |
| Q3 2022 | $1,218,000 | -11.4% | 25,419 | -1.5% | 0.29% | 0.0% |
| Q2 2022 | $1,375,000 | +15.1% | 25,795 | +19.1% | 0.29% | +16.5% |
| Q1 2022 | $1,195,000 | +27.9% | 21,664 | +34.0% | 0.25% | +27.2% |
| Q4 2021 | $934,000 | +6.1% | 16,169 | +10.1% | 0.20% | -2.0% |
| Q3 2021 | $880,000 | +5.1% | 14,681 | +6.7% | 0.20% | +4.2% |
| Q2 2021 | $837,000 | +18.2% | 13,763 | +16.5% | 0.19% | +11.7% |
| Q1 2021 | $708,000 | +43.9% | 11,817 | +44.5% | 0.17% | +36.8% |
| Q4 2020 | $492,000 | +95.2% | 8,178 | +84.6% | 0.12% | +45.3% |
| Q3 2020 | $252,000 | – | 4,431 | – | 0.09% | – |
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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% |