SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 232 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,122 | -3.5% | 1,220 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $30,183 | -0.7% | 1,220 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $30,403 | +1.8% | 1,220 | +100.0% | 0.01% | +16.7% |
| Q4 2022 | $29,872 | +3.0% | 610 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $29,000 | -6.5% | 610 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $31,000 | -8.8% | 610 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $34,000 | -8.1% | 610 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $37,000 | 0.0% | 610 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $37,000 | 0.0% | 610 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $37,000 | +2.8% | 610 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $36,000 | 0.0% | 610 | 0.0% | 0.01% | -50.0% |
| Q4 2020 | $36,000 | +2.9% | 610 | 0.0% | 0.02% | +100.0% |
| Q3 2020 | $35,000 | +2.9% | 610 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $34,000 | +3.0% | 610 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $33,000 | -8.3% | 610 | 0.0% | 0.01% | +12.5% |
| Q4 2019 | $36,000 | – | 610 | – | 0.01% | – |
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% |