SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 265 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,412,627 | +3150.1% | 143,267 | +3306.3% | 0.00% | – |
| Q1 2023 | $105,000 | +238.7% | 4,206 | +540.2% | 0.00% | – |
| Q3 2022 | $31,000 | -94.0% | 657 | -93.1% | 0.00% | – |
| Q1 2020 | $521,000 | +9.0% | 9,529 | +17.6% | 0.00% | – |
| Q4 2019 | $478,000 | +13.3% | 8,100 | +14.1% | 0.00% | – |
| Q3 2019 | $422,000 | +46.0% | 7,100 | +43.4% | 0.00% | – |
| Q2 2019 | $289,000 | -8.3% | 4,950 | -9.8% | 0.00% | – |
| Q1 2019 | $315,000 | +2.3% | 5,486 | 0.0% | 0.00% | – |
| Q4 2018 | $308,000 | +5.8% | 5,486 | +6.2% | 0.00% | – |
| Q3 2018 | $291,000 | -0.3% | 5,166 | 0.0% | 0.00% | – |
| Q2 2018 | $292,000 | +6.6% | 5,166 | +5.1% | 0.00% | – |
| Q1 2018 | $274,000 | -1.8% | 4,916 | -2.0% | 0.00% | – |
| Q4 2017 | $279,000 | -2.1% | 5,016 | +0.2% | 0.00% | – |
| Q3 2017 | $285,000 | 0.0% | 5,006 | 0.0% | 0.00% | – |
| Q2 2017 | $285,000 | -5.6% | 5,006 | -6.2% | 0.00% | – |
| Q1 2017 | $302,000 | +3.1% | 5,339 | +1.9% | 0.00% | – |
| Q4 2016 | $293,000 | +171.3% | 5,239 | +188.2% | 0.00% | – |
| Q3 2016 | $108,000 | -10.7% | 1,818 | -10.4% | 0.00% | – |
| Q2 2016 | $121,000 | -94.8% | 2,029 | -95.0% | 0.00% | -100.0% |
| Q1 2015 | $2,349,000 | +16.8% | 40,795 | +6.1% | 0.00% | 0.0% |
| Q3 2013 | $2,011,000 | -17.6% | 38,466 | -15.1% | 0.00% | 0.0% |
| Q2 2013 | $2,440,000 | – | 45,299 | – | 0.00% | – |
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% |