SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 270 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $256,587 | -44.3% | 10,247 | +8.9% | 0.01% | -47.4% |
| Q4 2022 | $460,615 | +48.6% | 9,406 | +45.0% | 0.02% | +35.7% |
| Q3 2022 | $310,000 | +28.6% | 6,489 | +37.8% | 0.01% | +27.3% |
| Q2 2022 | $241,000 | -0.8% | 4,708 | +6.7% | 0.01% | +10.0% |
| Q1 2022 | $243,000 | +4.7% | 4,412 | +14.0% | 0.01% | -16.7% |
| Q4 2021 | $232,000 | -1.4% | 3,869 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $235,313 | -5.5% | 3,869 | -7.8% | 0.01% | -14.3% |
| Q1 2021 | $248,889 | +0.6% | 4,195 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $247,463 | +3.7% | 4,195 | 0.0% | 0.02% | -15.8% |
| Q3 2020 | $238,528 | +51.2% | 4,195 | -98.4% | 0.02% | +26.7% |
| Q3 2019 | $157,753 | – | 265,711 | – | 0.02% | – |
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% |