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 | $4,862,061 | -14.7% | 204,117 | -10.4% | 1.43% | -8.3% |
| Q2 2023 | $5,700,239 | -0.8% | 227,918 | -0.7% | 1.56% | -6.5% |
| Q1 2023 | $5,744,647 | +6.1% | 229,419 | +107.5% | 1.67% | -4.7% |
| Q4 2022 | $5,415,442 | +36.1% | 110,587 | +33.2% | 1.75% | +22.0% |
| Q3 2022 | $3,978,000 | -23.6% | 83,014 | -18.1% | 1.44% | -25.6% |
| Q2 2022 | $5,207,000 | -17.4% | 101,346 | -11.3% | 1.93% | -5.7% |
| Q1 2022 | $6,304,000 | -13.2% | 114,313 | -5.4% | 2.05% | -11.0% |
| Q4 2021 | $7,261,000 | -15.3% | 120,851 | -15.5% | 2.30% | -21.7% |
| Q3 2021 | $8,577,000 | +15.6% | 143,067 | +17.3% | 2.94% | +8.5% |
| Q2 2021 | $7,417,000 | +21.8% | 121,946 | +18.8% | 2.71% | +4.1% |
| Q1 2021 | $6,089,000 | +6.5% | 102,623 | +5.9% | 2.60% | -1.7% |
| Q4 2020 | $5,715,000 | +4.7% | 96,883 | +1.0% | 2.65% | -8.3% |
| Q3 2020 | $5,457,000 | +4.5% | 95,966 | +3.6% | 2.89% | -5.2% |
| Q2 2020 | $5,222,000 | +40.2% | 92,658 | +36.1% | 3.05% | -7.7% |
| Q1 2020 | $3,726,000 | +918.0% | 68,101 | +997.0% | 3.30% | +662.6% |
| Q4 2019 | $366,000 | +0.8% | 6,208 | +1.9% | 0.43% | -15.1% |
| Q3 2019 | $363,000 | 0.0% | 6,090 | 0.0% | 0.51% | 0.0% |
| Q2 2019 | $363,000 | – | 6,090 | – | 0.51% | – |
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% |