SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,036,723 | +3.8% | 85,505 | +9.0% | 0.10% | +1.0% |
| Q2 2023 | $1,961,254 | +1.8% | 78,419 | +1.9% | 0.10% | -7.3% |
| Q1 2023 | $1,926,353 | +643.8% | 76,931 | +1324.1% | 0.11% | +450.0% |
| Q3 2022 | $259,000 | -24.7% | 5,402 | -19.4% | 0.02% | -33.3% |
| Q2 2022 | $344,000 | +11.0% | 6,701 | +19.1% | 0.03% | +30.4% |
| Q1 2022 | $310,000 | -1.9% | 5,627 | +6.8% | 0.02% | 0.0% |
| Q4 2021 | $316,000 | +38.0% | 5,267 | +37.8% | 0.02% | +21.1% |
| Q3 2021 | $229,000 | +22800.0% | 3,823 | +31758.3% | 0.02% | – |
| Q1 2018 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 12 | – | 0.00% | – |
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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% |