SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 206 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $237,036 | -80.3% | 9,466 | -61.4% | 0.01% | -82.2% |
| Q4 2022 | $1,201,964 | +175.7% | 24,546 | +169.8% | 0.07% | +151.7% |
| Q3 2022 | $436,000 | +75.8% | 9,099 | +88.7% | 0.03% | +70.6% |
| Q2 2022 | $248,000 | -6.8% | 4,822 | -0.2% | 0.02% | +6.2% |
| Q1 2022 | $266,000 | +14.2% | 4,832 | +24.6% | 0.02% | +6.7% |
| Q4 2021 | $233,000 | +8.4% | 3,878 | +8.1% | 0.02% | 0.0% |
| Q3 2021 | $215,000 | +70.6% | 3,587 | +72.9% | 0.02% | +66.7% |
| Q2 2021 | $126,000 | +4.1% | 2,075 | +2.0% | 0.01% | -10.0% |
| Q1 2021 | $121,000 | -24.8% | 2,034 | -25.6% | 0.01% | -28.6% |
| Q4 2020 | $161,000 | – | 2,734 | – | 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% |