SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,035,072 | +26.7% | 159,489 | +19.3% | 0.56% | +30.3% |
| Q3 2023 | $3,184,758 | -31.9% | 133,701 | -28.5% | 0.43% | -36.1% |
| Q2 2023 | $4,679,746 | +12.7% | 187,115 | +12.8% | 0.67% | +2.6% |
| Q1 2023 | $4,152,458 | +56.1% | 165,833 | +205.3% | 0.65% | +39.7% |
| Q4 2022 | $2,660,295 | +43.8% | 54,325 | +40.7% | 0.47% | +0.9% |
| Q3 2022 | $1,850,000 | +34.1% | 38,605 | +43.8% | 0.46% | +19.3% |
| Q2 2022 | $1,380,000 | +19.1% | 26,854 | +27.8% | 0.39% | +34.6% |
| Q1 2022 | $1,159,000 | -15.2% | 21,020 | -7.6% | 0.29% | -18.8% |
| Q4 2021 | $1,367,000 | +14.7% | 22,756 | +14.5% | 0.36% | -8.5% |
| Q3 2021 | $1,192,000 | +4.7% | 19,880 | +6.1% | 0.39% | +8.1% |
| Q2 2021 | $1,139,000 | +11.0% | 18,734 | +8.4% | 0.36% | -2.4% |
| Q1 2021 | $1,026,000 | +9.9% | 17,287 | +9.2% | 0.37% | -1.3% |
| Q4 2020 | $934,000 | – | 15,834 | – | 0.37% | – |
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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% |