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 | $895,825 | -10.6% | 37,608 | -6.1% | 0.02% | -10.0% |
| Q2 2023 | $1,001,877 | +81.0% | 40,059 | +81.2% | 0.02% | +66.7% |
| Q1 2023 | $553,489 | +120.2% | 22,104 | +330.5% | 0.01% | +100.0% |
| Q4 2022 | $251,396 | -7.2% | 5,134 | -9.4% | 0.01% | -14.3% |
| Q3 2022 | $271,000 | -6.9% | 5,665 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $291,000 | -5.2% | 5,662 | +10.7% | 0.01% | +16.7% |
| Q4 2021 | $307,000 | -22.3% | 5,117 | -21.1% | 0.01% | -25.0% |
| Q2 2021 | $395,000 | -50.8% | 6,486 | -55.8% | 0.01% | -73.3% |
| Q1 2020 | $803,000 | -13.7% | 14,674 | -7.0% | 0.03% | 0.0% |
| Q4 2019 | $931,000 | +1.5% | 15,778 | +2.2% | 0.03% | -11.8% |
| Q3 2019 | $917,000 | +2.6% | 15,443 | +1.0% | 0.03% | -2.9% |
| Q2 2019 | $894,000 | +1.9% | 15,296 | +0.2% | 0.04% | -2.8% |
| Q1 2019 | $877,000 | +3.1% | 15,268 | +0.7% | 0.04% | -7.7% |
| Q4 2018 | $851,000 | -2.4% | 15,166 | -2.2% | 0.04% | +30.0% |
| Q3 2018 | $872,000 | +0.5% | 15,503 | +0.9% | 0.03% | -6.2% |
| Q2 2018 | $868,000 | +2.4% | 15,361 | +0.9% | 0.03% | +3.2% |
| Q1 2018 | $848,000 | -49.6% | 15,221 | -49.7% | 0.03% | -39.2% |
| Q4 2017 | $1,684,000 | +188.4% | 30,252 | +195.7% | 0.05% | +104.0% |
| Q3 2017 | $584,000 | +182.1% | 10,231 | +180.4% | 0.02% | +150.0% |
| Q2 2017 | $207,000 | -7.6% | 3,649 | -6.9% | 0.01% | -41.2% |
| Q4 2015 | $224,000 | +1.4% | 3,919 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $221,000 | +10.0% | 3,919 | +8.1% | 0.02% | +13.3% |
| Q2 2015 | $201,000 | – | 3,627 | – | 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% |