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 | $1,867,254 | +3.5% | 78,390 | +8.7% | 0.15% | +2.7% |
| Q2 2023 | $1,803,728 | +5.8% | 72,120 | +5.9% | 0.15% | -2.6% |
| Q1 2023 | $1,704,780 | +47307.7% | 68,082 | +13.7% | 0.15% | -56.9% |
| Q4 2022 | $3,596 | -99.8% | 59,854 | +30.5% | 0.36% | +49.2% |
| Q3 2022 | $2,197,000 | +19.1% | 45,856 | +27.7% | 0.24% | +22.1% |
| Q2 2022 | $1,845,000 | -30.8% | 35,907 | -25.7% | 0.20% | -22.6% |
| Q1 2022 | $2,665,000 | -25.9% | 48,323 | -19.3% | 0.25% | -29.0% |
| Q4 2021 | $3,596,000 | +11.4% | 59,854 | +11.2% | 0.36% | -1.1% |
| Q3 2021 | $3,228,000 | +6.3% | 53,840 | +8.2% | 0.36% | +4.4% |
| Q2 2021 | $3,036,000 | +23.2% | 49,749 | +19.8% | 0.34% | -0.9% |
| Q1 2021 | $2,464,000 | +8.8% | 41,535 | +8.5% | 0.35% | 0.0% |
| Q4 2020 | $2,265,000 | +1.8% | 38,279 | -2.2% | 0.35% | -18.0% |
| Q3 2020 | $2,225,000 | +10.6% | 39,128 | +9.6% | 0.42% | -0.9% |
| Q2 2020 | $2,012,000 | -12.6% | 35,700 | -15.1% | 0.43% | -31.0% |
| Q1 2020 | $2,302,000 | -5.8% | 42,069 | +1.5% | 0.62% | +4.7% |
| Q4 2019 | $2,445,000 | +12.8% | 41,439 | +13.5% | 0.59% | 0.0% |
| Q3 2019 | $2,168,000 | +6.0% | 36,512 | +4.4% | 0.59% | -3.3% |
| Q2 2019 | $2,045,000 | +10.4% | 34,984 | +8.5% | 0.61% | -0.7% |
| Q1 2019 | $1,853,000 | +6.7% | 32,257 | +4.2% | 0.62% | -10.3% |
| Q4 2018 | $1,737,000 | +13.1% | 30,970 | +12.9% | 0.69% | +21.6% |
| Q3 2018 | $1,536,000 | +16.5% | 27,439 | +17.5% | 0.56% | +5.0% |
| Q2 2018 | $1,319,000 | +20.7% | 23,360 | +19.1% | 0.54% | +7.0% |
| Q1 2018 | $1,093,000 | +134.5% | 19,606 | +140.4% | 0.50% | +52.6% |
| Q4 2017 | $466,000 | 0.0% | 8,156 | 0.0% | 0.33% | 0.0% |
| Q3 2017 | $466,000 | +56.4% | 8,156 | +55.5% | 0.33% | +36.0% |
| Q2 2017 | $298,000 | – | 5,245 | – | 0.24% | – |
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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% |