SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 270 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $265,688 | -9.4% | 10,623 | -9.3% | 0.23% | -20.6% |
| Q1 2023 | $293,146 | +24.2% | 11,707 | +137.7% | 0.29% | +1.1% |
| Q3 2022 | $236,014 | -9.5% | 4,925 | -2.9% | 0.28% | -3.4% |
| Q2 2022 | $260,688 | -18.8% | 5,074 | -12.8% | 0.29% | -10.4% |
| Q1 2022 | $321,087 | -12.3% | 5,822 | -4.4% | 0.33% | -0.6% |
| Q4 2021 | $365,962 | – | 6,091 | – | 0.33% | – |
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% |