SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 248 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.66 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,780,329 | -13.4% | 158,704 | -9.1% | 2.19% | -10.3% |
| Q2 2023 | $4,365,170 | -0.6% | 174,537 | -0.5% | 2.44% | -8.1% |
| Q1 2023 | $4,390,764 | +1.7% | 175,350 | +98.8% | 2.66% | +0.3% |
| Q4 2022 | $4,318,517 | +35.4% | 88,187 | +32.5% | 2.65% | +25.6% |
| Q3 2022 | $3,190,000 | +743.9% | 66,567 | +805.4% | 2.11% | +769.5% |
| Q2 2022 | $378,000 | +3050.0% | 7,352 | +3288.0% | 0.24% | +3371.4% |
| Q1 2022 | $12,000 | -7.7% | 217 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $13,000 | -53.6% | 217 | -52.7% | 0.01% | -33.3% |
| Q3 2021 | $28,000 | -26.3% | 459 | -26.6% | 0.01% | -29.4% |
| Q2 2021 | $38,000 | +26.7% | 625 | +24.8% | 0.02% | 0.0% |
| Q1 2021 | $30,000 | +66.7% | 501 | +64.3% | 0.02% | +54.5% |
| Q4 2020 | $18,000 | – | 305 | – | 0.01% | – |
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% |