SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 254 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,710 | -31.5% | 18,166 | -28.1% | 0.21% | -29.2% |
| Q2 2023 | $631,879 | -44.3% | 25,265 | -44.2% | 0.30% | -50.7% |
| Q1 2023 | $1,133,905 | -28.0% | 45,284 | +40.9% | 0.60% | -34.9% |
| Q4 2022 | $1,574,025 | -10.4% | 32,143 | -12.3% | 0.93% | -17.2% |
| Q3 2022 | $1,756,000 | -7.0% | 36,636 | -0.3% | 1.12% | -3.3% |
| Q2 2022 | $1,888,000 | -4.9% | 36,740 | +2.1% | 1.16% | +5.7% |
| Q1 2022 | $1,985,000 | -11.7% | 35,990 | -3.8% | 1.10% | -6.9% |
| Q4 2021 | $2,247,000 | +8.4% | 37,394 | +8.1% | 1.18% | +0.3% |
| Q3 2021 | $2,073,000 | -0.4% | 34,578 | +1.0% | 1.18% | -3.0% |
| Q2 2021 | $2,082,000 | +3.1% | 34,231 | +0.6% | 1.21% | -5.2% |
| Q1 2021 | $2,020,000 | +11.5% | 34,043 | +10.9% | 1.28% | +4.6% |
| Q4 2020 | $1,811,000 | – | 30,702 | – | 1.22% | – |
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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% |