SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 248 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.66 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $256,997 | -5.2% | 10,158 | -10.7% | 0.11% | -10.0% |
| Q3 2023 | $271,072 | -4.8% | 11,380 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $284,614 | -0.1% | 11,380 | 0.0% | 0.12% | -5.5% |
| Q1 2023 | $284,955 | -6.0% | 11,380 | +83.8% | 0.13% | -11.2% |
| Q4 2022 | $303,124 | -20.2% | 6,190 | -22.0% | 0.14% | -28.1% |
| Q3 2022 | $380,000 | -13.2% | 7,936 | 0.0% | 0.20% | +3.1% |
| Q2 2022 | $438,000 | 0.0% | 7,936 | 0.0% | 0.19% | 0.0% |
| Q1 2022 | $438,000 | -8.2% | 7,936 | 0.0% | 0.19% | -8.5% |
| Q4 2021 | $477,000 | +0.2% | 7,936 | 0.0% | 0.21% | -2.3% |
| Q3 2021 | $476,000 | -1.4% | 7,936 | 0.0% | 0.22% | -4.4% |
| Q2 2021 | $483,000 | +2.5% | 7,936 | 0.0% | 0.23% | -5.8% |
| Q1 2021 | $471,000 | +0.6% | 7,936 | 0.0% | 0.24% | -14.0% |
| Q4 2020 | $468,000 | +3.8% | 7,936 | 0.0% | 0.28% | -4.1% |
| Q3 2020 | $451,000 | +0.9% | 7,936 | 0.0% | 0.29% | -3.3% |
| Q2 2020 | $447,000 | -15.7% | 7,936 | -18.0% | 0.30% | -21.4% |
| Q1 2020 | $530,000 | -7.3% | 9,683 | 0.0% | 0.38% | -4.2% |
| Q4 2018 | $572,000 | – | 9,683 | – | 0.40% | – |
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% |