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 | $5,862,151 | +6.3% | 246,102 | +11.6% | 3.50% | +6.6% |
| Q2 2023 | $5,516,337 | +12.9% | 220,565 | +13.0% | 3.28% | +6.5% |
| Q1 2023 | $4,887,912 | +45.6% | 195,204 | +184.7% | 3.08% | +39.6% |
| Q4 2022 | $3,357,881 | +5.1% | 68,570 | +2.8% | 2.21% | -2.5% |
| Q3 2022 | $3,196,000 | +0.6% | 66,693 | +7.9% | 2.26% | +8.5% |
| Q2 2022 | $3,176,000 | -1.8% | 61,809 | +14.8% | 2.08% | +17.7% |
| Q4 2021 | $3,235,000 | +2.9% | 53,842 | -5.6% | 1.77% | -2.3% |
| Q1 2021 | $3,145,000 | – | 57,031 | – | 1.81% | – |
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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% |