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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,293,226 | +8.6% | 222,218 | +14.0% | 0.22% | +7.4% |
| Q2 2023 | $4,875,078 | +17.1% | 194,925 | +17.2% | 0.20% | +5.2% |
| Q1 2023 | $4,162,924 | +1343.3% | 166,251 | +2722.6% | 0.19% | +1193.3% |
| Q4 2022 | $288,434 | -41.3% | 5,890 | -33.8% | 0.02% | -48.3% |
| Q1 2022 | $491,000 | -10.4% | 8,899 | -2.5% | 0.03% | -14.7% |
| Q4 2021 | $548,000 | -20.8% | 9,127 | -20.9% | 0.03% | -29.2% |
| Q3 2021 | $692,000 | +23.1% | 11,541 | +24.9% | 0.05% | +14.3% |
| Q2 2021 | $562,000 | +14.0% | 9,240 | +11.2% | 0.04% | -10.6% |
| Q1 2021 | $493,000 | +94.9% | 8,308 | +93.2% | 0.05% | +80.8% |
| Q4 2020 | $253,000 | +24.6% | 4,300 | +21.0% | 0.03% | +4.0% |
| Q3 2020 | $203,000 | -4.2% | 3,553 | -0.5% | 0.02% | -51.0% |
| Q3 2019 | $212,000 | +4.4% | 3,571 | -1.4% | 0.05% | -32.9% |
| Q4 2018 | $203,000 | – | 3,622 | – | 0.08% | – |
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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% |