SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 251 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $247,820 | -12.2% | 9,909 | -12.1% | 0.02% | -16.7% |
| Q1 2023 | $282,351 | +0.8% | 11,276 | +97.1% | 0.02% | -10.0% |
| Q4 2022 | $280,206 | +100332.3% | 5,722 | -1.7% | 0.02% | -9.1% |
| Q3 2022 | $279 | +14.3% | 5,819 | +22.6% | 0.02% | +15.8% |
| Q2 2022 | $244 | -21.3% | 4,748 | -15.6% | 0.02% | -9.5% |
| Q1 2022 | $310 | +10.3% | 5,627 | +20.2% | 0.02% | -4.5% |
| Q4 2021 | $281 | +10.2% | 4,683 | +10.2% | 0.02% | -12.0% |
| Q3 2021 | $255 | -8.9% | 4,249 | -7.6% | 0.02% | -24.2% |
| Q2 2021 | $280 | – | 4,597 | – | 0.03% | – |
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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% |