SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 223 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $113,000 | -5.8% | 2,348 | +0.9% | 0.05% | -3.7% |
| Q2 2022 | $120,000 | -52.8% | 2,327 | -49.6% | 0.05% | +1.9% |
| Q1 2022 | $254,000 | +84.1% | 4,614 | +101.0% | 0.05% | -13.1% |
| Q4 2021 | $138,000 | +1.5% | 2,296 | +1.1% | 0.06% | -7.6% |
| Q3 2021 | $136,000 | -0.7% | 2,272 | +0.8% | 0.07% | -5.7% |
| Q2 2021 | $137,000 | +3.0% | 2,255 | +0.8% | 0.07% | -10.3% |
| Q1 2021 | $133,000 | +1.5% | 2,237 | +0.6% | 0.08% | -11.4% |
| Q4 2020 | $131,000 | +4.8% | 2,223 | +1.2% | 0.09% | -4.3% |
| Q3 2020 | $125,000 | -29.8% | 2,197 | -30.6% | 0.09% | -33.3% |
| Q2 2020 | $178,000 | +34.8% | 3,164 | +31.4% | 0.14% | +9.5% |
| Q1 2020 | $132,000 | -7.0% | 2,408 | +0.3% | 0.13% | +5.0% |
| Q4 2019 | $142,000 | – | 2,400 | – | 0.12% | – |
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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% |