SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 251 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,275,499 | +20.1% | 95,529 | +26.1% | 0.01% | +27.3% |
| Q2 2023 | $1,895,168 | +7.6% | 75,776 | +7.7% | 0.01% | 0.0% |
| Q1 2023 | $1,761,067 | +267.7% | 70,330 | +619.1% | 0.01% | +266.7% |
| Q4 2022 | $478,945 | -29.7% | 9,780 | -31.2% | 0.00% | -40.0% |
| Q3 2022 | $681,000 | -15.5% | 14,214 | -9.4% | 0.01% | -16.7% |
| Q2 2022 | $806,000 | -43.0% | 15,690 | -38.8% | 0.01% | -40.0% |
| Q1 2022 | $1,414,000 | -65.6% | 25,637 | -62.5% | 0.01% | -65.5% |
| Q4 2021 | $4,109,000 | +0.6% | 68,388 | +0.4% | 0.03% | -14.7% |
| Q3 2021 | $4,085,000 | -29.2% | 68,144 | -28.2% | 0.03% | -32.0% |
| Q2 2021 | $5,773,000 | +52.2% | 94,914 | +48.5% | 0.05% | +31.6% |
| Q1 2021 | $3,793,000 | +92.0% | 63,931 | +90.9% | 0.04% | +72.7% |
| Q4 2020 | $1,976,000 | +6.8% | 33,493 | +3.0% | 0.02% | -15.4% |
| Q3 2020 | $1,850,000 | -2.5% | 32,533 | -3.4% | 0.03% | -10.3% |
| Q2 2020 | $1,898,000 | -31.4% | 33,668 | -33.4% | 0.03% | -54.7% |
| Q1 2020 | $2,765,000 | +151.8% | 50,527 | +171.5% | 0.06% | +166.7% |
| Q4 2019 | $1,098,000 | -80.0% | 18,611 | -79.9% | 0.02% | -84.9% |
| Q3 2019 | $5,486,000 | +2615.8% | 92,402 | +2579.9% | 0.16% | +2550.0% |
| Q2 2019 | $202,000 | – | 3,448 | – | 0.01% | – |
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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% |