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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $578,326 | +3.4% | 24,279 | +8.6% | 0.24% | +6.1% |
| Q2 2023 | $559,149 | -6.3% | 22,357 | -6.2% | 0.23% | -13.8% |
| Q1 2023 | $596,979 | -11.5% | 23,841 | +73.0% | 0.27% | -20.9% |
| Q4 2022 | $674,758 | +46.7% | 13,779 | +43.7% | 0.34% | +32.9% |
| Q3 2022 | $460,000 | -22.0% | 9,592 | -16.5% | 0.26% | -29.0% |
| Q2 2022 | $590,000 | +27.4% | 11,492 | +36.8% | 0.36% | +34.0% |
| Q1 2022 | $463,000 | +54.8% | 8,403 | +71.0% | 0.27% | +30.1% |
| Q2 2021 | $299,000 | -11.0% | 4,915 | -13.1% | 0.21% | -30.2% |
| Q1 2021 | $336,000 | -0.3% | 5,655 | -1.0% | 0.30% | -5.1% |
| Q4 2020 | $337,000 | – | 5,711 | – | 0.31% | – |
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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% |