SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 182 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $688,827 | +9.4% | 28,918 | +14.8% | 0.03% | +12.5% |
| Q2 2023 | $629,889 | +34.4% | 25,185 | +34.6% | 0.02% | +26.3% |
| Q1 2023 | $468,678 | +15.3% | 18,717 | +125.5% | 0.02% | +5.6% |
| Q4 2022 | $406,440 | +3.2% | 8,300 | +0.9% | 0.02% | -10.0% |
| Q3 2022 | $394,000 | -21.2% | 8,227 | -15.4% | 0.02% | -39.4% |
| Q2 2022 | $500,000 | -17.8% | 9,726 | -11.7% | 0.03% | -2.9% |
| Q1 2022 | $608,000 | +3.2% | 11,017 | +12.3% | 0.03% | +9.7% |
| Q4 2021 | $589,000 | +16.4% | 9,808 | +16.2% | 0.03% | +3.3% |
| Q3 2021 | $506,000 | +100.8% | 8,438 | +103.3% | 0.03% | +100.0% |
| Q2 2021 | $252,000 | -48.8% | 4,150 | -50.3% | 0.02% | -59.5% |
| Q4 2020 | $492,000 | +20.6% | 8,347 | +16.5% | 0.04% | +5.7% |
| Q3 2020 | $408,000 | +0.2% | 7,167 | -0.8% | 0.04% | -12.5% |
| Q2 2020 | $407,000 | +0.7% | 7,222 | -2.2% | 0.04% | -27.3% |
| Q1 2020 | $404,000 | – | 7,381 | – | 0.06% | – |
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% |