SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 182 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $164,271 | -0.0% | 6,568 | +0.1% | 0.06% | -16.0% |
| Q1 2023 | $164,325 | +0.4% | 6,562 | +96.3% | 0.08% | -25.7% |
| Q4 2022 | $163,644 | +1.6% | 3,342 | -0.6% | 0.10% | -15.1% |
| Q3 2022 | $161,000 | -29.1% | 3,363 | -23.9% | 0.12% | -34.3% |
| Q2 2022 | $227,000 | -53.3% | 4,417 | -49.9% | 0.18% | -46.8% |
| Q1 2022 | $486,000 | +31.7% | 8,810 | +43.4% | 0.34% | +20.6% |
| Q4 2021 | $369,000 | -7.1% | 6,144 | -7.8% | 0.28% | -11.0% |
| Q3 2021 | $397,000 | -17.5% | 6,666 | -15.8% | 0.32% | -8.1% |
| Q2 2021 | $481,000 | +1.3% | 7,914 | -1.1% | 0.34% | -7.5% |
| Q1 2021 | $475,000 | +0.6% | 8,003 | -0.0% | 0.37% | -16.7% |
| Q4 2020 | $472,000 | -31.5% | 8,005 | -34.6% | 0.45% | -2.4% |
| Q3 2018 | $689,000 | -8.0% | 12,242 | -7.7% | 0.46% | -15.0% |
| Q2 2018 | $749,000 | +12.0% | 13,264 | +10.5% | 0.54% | +5.9% |
| Q1 2018 | $669,000 | +105.8% | 12,004 | +105.0% | 0.51% | +109.9% |
| Q4 2017 | $325,000 | – | 5,856 | – | 0.24% | – |
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% |