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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $394,858 | -0.1% | 15,788 | 0.0% | 0.16% | -6.0% |
| Q1 2023 | $395,332 | +2.3% | 15,788 | +100.0% | 0.17% | -4.5% |
| Q4 2022 | $386,569 | +2.3% | 7,894 | 0.0% | 0.18% | -2.8% |
| Q3 2022 | $378,000 | -25.1% | 7,894 | -19.6% | 0.18% | -25.2% |
| Q2 2022 | $505,000 | -6.8% | 9,820 | 0.0% | 0.24% | +5.2% |
| Q1 2022 | $542,000 | -8.1% | 9,820 | 0.0% | 0.23% | -6.5% |
| Q4 2021 | $590,000 | +0.2% | 9,820 | 0.0% | 0.25% | -8.9% |
| Q3 2021 | $589,000 | -1.3% | 9,820 | 0.0% | 0.27% | -3.6% |
| Q2 2021 | $597,000 | +2.4% | 9,820 | 0.0% | 0.28% | -9.4% |
| Q1 2021 | $583,000 | +0.7% | 9,820 | 0.0% | 0.31% | -6.4% |
| Q4 2020 | $579,000 | +3.8% | 9,820 | 0.0% | 0.33% | -5.2% |
| Q3 2020 | $558,000 | +0.9% | 9,820 | 0.0% | 0.35% | -7.0% |
| Q2 2020 | $553,000 | +3.0% | 9,820 | 0.0% | 0.37% | -13.6% |
| Q1 2020 | $537,000 | -7.3% | 9,820 | 0.0% | 0.43% | +7.4% |
| Q4 2019 | $579,000 | -0.7% | 9,820 | 0.0% | 0.40% | -7.4% |
| Q3 2019 | $583,000 | +1.6% | 9,820 | 0.0% | 0.44% | -1.4% |
| Q2 2019 | $574,000 | +1.8% | 9,820 | 0.0% | 0.44% | -2.0% |
| Q1 2019 | $564,000 | +2.4% | 9,820 | 0.0% | 0.45% | -5.5% |
| Q4 2018 | $551,000 | -0.4% | 9,820 | 0.0% | 0.48% | +2.1% |
| Q3 2018 | $553,000 | -0.4% | 9,820 | 0.0% | 0.47% | -9.7% |
| Q2 2018 | $555,000 | +1.5% | 9,820 | 0.0% | 0.52% | -5.5% |
| Q1 2018 | $547,000 | 0.0% | 9,820 | 0.0% | 0.55% | -2.7% |
| Q4 2017 | $547,000 | – | 9,820 | – | 0.56% | – |
Download | ||||||
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% |