SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 254 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,391 | -7.1% | 10,050 | -2.4% | 0.05% | +8.3% |
| Q2 2023 | $257,603 | +0.7% | 10,300 | +0.8% | 0.05% | -5.9% |
| Q1 2023 | $255,909 | +2.3% | 10,220 | +100.0% | 0.05% | -3.8% |
| Q4 2022 | $250,237 | +2.1% | 5,110 | 0.0% | 0.05% | +1.9% |
| Q3 2022 | $245,000 | -6.8% | 5,110 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $263,000 | -6.7% | 5,110 | 0.0% | 0.05% | +15.2% |
| Q1 2022 | $282,000 | -8.1% | 5,110 | 0.0% | 0.05% | -4.2% |
| Q4 2021 | $307,000 | +0.3% | 5,110 | 0.0% | 0.05% | -5.9% |
| Q3 2021 | $306,000 | -1.6% | 5,110 | 0.0% | 0.05% | -5.6% |
| Q2 2021 | $311,000 | +2.6% | 5,110 | 0.0% | 0.05% | -10.0% |
| Q1 2021 | $303,000 | +0.7% | 5,110 | 0.0% | 0.06% | -4.8% |
| Q4 2020 | $301,000 | +3.4% | 5,110 | 0.0% | 0.06% | -6.0% |
| Q3 2020 | $291,000 | +1.4% | 5,110 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $287,000 | +2.5% | 5,110 | 0.0% | 0.07% | -16.2% |
| Q1 2020 | $280,000 | -7.0% | 5,110 | 0.0% | 0.08% | +9.6% |
| Q4 2019 | $301,000 | -0.7% | 5,110 | 0.0% | 0.07% | -27.7% |
| Q3 2019 | $303,000 | +1.3% | 5,110 | 0.0% | 0.10% | +18.8% |
| Q2 2019 | $299,000 | +1.7% | 5,110 | 0.0% | 0.08% | +1.2% |
| Q1 2019 | $294,000 | -1.3% | 5,110 | -3.8% | 0.08% | -12.5% |
| Q4 2018 | $298,000 | -2.6% | 5,310 | -3.6% | 0.10% | -4.0% |
| Q3 2018 | $306,000 | -3.8% | 5,510 | -2.2% | 0.10% | -3.8% |
| Q2 2018 | $318,000 | +1.3% | 5,635 | 0.0% | 0.10% | -4.6% |
| Q1 2018 | $314,000 | 0.0% | 5,635 | 0.0% | 0.11% | -0.9% |
| Q4 2017 | $314,000 | -4.0% | 5,635 | -1.7% | 0.11% | -20.3% |
| Q3 2017 | $327,000 | +0.3% | 5,735 | 0.0% | 0.14% | -14.3% |
| Q2 2017 | $326,000 | +0.3% | 5,735 | 0.0% | 0.16% | -3.0% |
| Q1 2017 | $325,000 | +1.2% | 5,735 | 0.0% | 0.17% | -2.4% |
| Q4 2016 | $321,000 | – | 5,735 | – | 0.17% | – |
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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% |