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 | $1,452,710 | -6.2% | 60,987 | -1.5% | 1.06% | -7.1% |
| Q2 2023 | $1,548,819 | -21.0% | 61,928 | -20.9% | 1.14% | -22.7% |
| Q1 2023 | $1,959,505 | -7.3% | 78,255 | +81.3% | 1.47% | -14.7% |
| Q4 2022 | $2,113,447 | +237.1% | 43,158 | +229.9% | 1.73% | +203.3% |
| Q3 2022 | $627,000 | -22.5% | 13,081 | -15.4% | 0.57% | -17.7% |
| Q2 2022 | $809,000 | -99.9% | 15,462 | -22.9% | 0.69% | -21.7% |
| Q1 2022 | $1,105,923,000 | +202821.7% | 20,053 | +116.2% | 0.88% | +88.1% |
| Q4 2021 | $545,000 | – | 9,274 | – | 0.47% | – |
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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% |