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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,443 | +8.2% | 26,341 | +13.6% | 0.01% | 0.0% |
| Q2 2023 | $579,682 | -13.9% | 23,178 | -13.8% | 0.01% | -14.3% |
| Q1 2023 | $673,651 | -46.6% | 26,903 | +4.4% | 0.01% | -36.4% |
| Q4 2022 | $1,261,467 | -99.8% | 25,760 | -7.0% | 0.01% | +57.1% |
| Q3 2022 | $664,664,000 | +33050.3% | 27,708 | -29.0% | 0.01% | -66.7% |
| Q2 2022 | $2,005,000 | +218.3% | 39,027 | +241.8% | 0.02% | +200.0% |
| Q1 2022 | $630,000 | -37.3% | 11,417 | -31.7% | 0.01% | -30.0% |
| Q4 2021 | $1,004,000 | +19.0% | 16,715 | +18.7% | 0.01% | +25.0% |
| Q3 2021 | $844,000 | +17.1% | 14,085 | +18.9% | 0.01% | 0.0% |
| Q2 2021 | $721,000 | +3.9% | 11,850 | +1.2% | 0.01% | -11.1% |
| Q1 2021 | $694,000 | -16.9% | 11,705 | -17.5% | 0.01% | -10.0% |
| Q4 2020 | $835,000 | -99.8% | 14,188 | +9891.5% | 0.01% | 0.0% |
| Q3 2020 | $518,000,000 | – | 142 | – | 0.01% | – |
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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% |