SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,266,258 | $60,679,000 | 9.56% |
| Orcam Financial Group | 69,072 | $3,310,000 | 5.62% |
| Pinnacle Wealth Planning Services, Inc. | 600,000 | $28,752,000 | 5.32% |
| Erickson Financial Group, LLC | 70,534 | $3,380,000 | 3.76% |
| Revolve Wealth Partners, LLC | 184,372 | $8,835,000 | 2.95% |
| Avantax Planning Partners, Inc. | 1,125,487 | $53,933,000 | 2.43% |
| Collaborative Wealth Managment Inc. | 66,693 | $3,196,000 | 2.26% |
| Running Point Capital Advisors, LLC | 66,567 | $3,190,000 | 2.11% |
| Parkside Investments, LLC | 193,028 | $9,249,000 | 1.99% |
| Melone Private Wealth, LLC | 43,719 | $2,124,000 | 1.86% |