SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 265 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $229,582 | -38.0% | 9,028 | +16.8% | 0.08% | -53.8% |
| Q3 2022 | $370,000 | -13.1% | 7,727 | -6.9% | 0.17% | -8.5% |
| Q2 2022 | $426,000 | -6.6% | 8,298 | +0.3% | 0.19% | +11.2% |
| Q1 2022 | $456,000 | -82.7% | 8,272 | -81.1% | 0.17% | -77.7% |
| Q4 2021 | $2,636,000 | +6.7% | 43,876 | +6.5% | 0.76% | +4.4% |
| Q3 2021 | $2,470,000 | +9.7% | 41,198 | +11.3% | 0.73% | +7.4% |
| Q2 2021 | $2,252,000 | +6.8% | 37,024 | +4.2% | 0.68% | -20.0% |
| Q1 2021 | $2,109,000 | +35050.0% | 35,547 | +31638.4% | 0.85% | +12028.6% |
| Q1 2020 | $6,000 | – | 112 | – | 0.01% | – |
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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% |