SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 268 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 5.56 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,051,142 | -6.5% | 631,870 | -1.8% | 1.50% | -9.4% |
| Q2 2023 | $16,092,956 | +0.6% | 643,461 | +25.4% | 1.66% | -3.6% |
| Q1 2023 | $15,995,465 | +25.6% | 513,217 | +97.4% | 1.72% | +24.5% |
| Q4 2022 | $12,731,306 | -11.4% | 259,982 | -13.3% | 1.38% | -17.9% |
| Q3 2022 | $14,370,000 | -7.7% | 299,872 | -1.0% | 1.68% | -1.1% |
| Q2 2022 | $15,568,000 | -0.3% | 302,998 | +7.0% | 1.70% | +14.3% |
| Q1 2022 | $15,617,000 | -5.1% | 283,166 | +3.4% | 1.48% | -0.2% |
| Q4 2021 | $16,460,000 | +7.3% | 273,968 | +7.1% | 1.49% | 0.0% |
| Q3 2021 | $15,336,000 | -1.9% | 255,824 | -0.5% | 1.49% | -0.5% |
| Q2 2021 | $15,635,000 | +12.2% | 257,059 | +9.4% | 1.50% | +41.9% |
| Q1 2021 | $13,935,000 | +17.8% | 234,872 | +17.1% | 1.05% | -23.7% |
| Q4 2020 | $11,833,000 | – | 200,597 | – | 1.38% | – |
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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% |