SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 215 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 5.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,198 | -18.8% | 680 | -14.8% | 0.00% | 0.0% |
| Q2 2023 | $19,946 | -81.9% | 798 | -81.8% | 0.00% | -83.3% |
| Q1 2023 | $110,084 | -21.2% | 4,396 | +54.0% | 0.01% | -33.3% |
| Q4 2022 | $139,749 | -8.7% | 2,854 | -4.1% | 0.01% | -10.0% |
| Q3 2022 | $153,000 | 0.0% | 2,977 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $153,000 | +0.7% | 2,977 | +18.0% | 0.01% | +11.1% |
| Q4 2021 | $152,000 | -6.7% | 2,523 | -7.3% | 0.01% | +80.0% |
| Q3 2021 | $163,000 | -6.9% | 2,722 | -5.2% | 0.01% | -16.7% |
| Q2 2021 | $175,000 | +6.7% | 2,871 | +3.6% | 0.01% | 0.0% |
| Q1 2021 | $164,000 | – | 2,771 | – | 0.01% | – |
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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% |