SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 215 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 5.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,538 | +16.6% | 10,476 | +22.4% | 0.07% | +15.5% |
| Q2 2023 | $214,011 | -15.5% | 8,557 | -15.4% | 0.06% | -18.3% |
| Q1 2023 | $253,305 | +21.2% | 10,116 | +131.7% | 0.07% | +2.9% |
| Q3 2022 | $209,000 | -16.7% | 4,366 | -10.5% | 0.07% | -15.9% |
| Q2 2022 | $251,000 | -14.3% | 4,878 | -8.1% | 0.08% | -9.9% |
| Q1 2022 | $293,000 | -5.5% | 5,310 | -0.9% | 0.09% | -11.7% |
| Q4 2021 | $310,000 | +3.3% | 5,356 | +6.9% | 0.10% | -7.2% |
| Q3 2021 | $300,000 | +17.2% | 5,008 | +18.9% | 0.11% | +8.8% |
| Q2 2021 | $256,000 | +15.8% | 4,212 | +13.2% | 0.10% | -1.0% |
| Q1 2021 | $221,000 | +7.8% | 3,720 | +6.9% | 0.10% | +1.0% |
| Q4 2020 | $205,000 | +1.0% | 3,480 | -2.4% | 0.10% | -14.3% |
| Q3 2020 | $203,000 | – | 3,564 | – | 0.12% | – |
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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% |