SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 268 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 5.56 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,936,543 | -0.6% | 457,596 | +3.6% | 0.75% | -2.5% |
| Q2 2023 | $11,003,071 | -2.2% | 441,536 | -1.8% | 0.77% | -8.2% |
| Q1 2023 | $11,253,589 | +1.8% | 449,424 | +99.1% | 0.84% | -5.1% |
| Q4 2022 | $11,053,894 | +20756.4% | 225,728 | +21667.4% | 0.88% | +14600.0% |
| Q2 2022 | $53,000 | +152.4% | 1,037 | +190.5% | 0.01% | +200.0% |
| Q3 2021 | $21,000 | -4.5% | 357 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | -4.3% | 357 | -7.8% | 0.00% | -33.3% |
| Q1 2021 | $23,000 | +9.5% | 387 | +8.4% | 0.00% | -25.0% |
| Q4 2020 | $21,000 | +5.0% | 357 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | 0.0% | 357 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $20,000 | – | 357 | – | 0.00% | – |
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% |