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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $653,066 | +6.6% | 26,112 | +6.8% | 0.30% | +7.4% |
| Q1 2023 | $612,439 | -14.1% | 24,458 | +67.9% | 0.28% | +2.9% |
| Q4 2022 | $713,196 | +37.9% | 14,564 | +35.0% | 0.28% | -6.8% |
| Q3 2022 | $517,000 | -12.8% | 10,792 | -6.6% | 0.30% | -10.3% |
| Q2 2022 | $593,000 | -43.1% | 11,555 | -38.9% | 0.33% | +6.5% |
| Q1 2022 | $1,042,000 | -3.3% | 18,907 | +5.4% | 0.31% | +7.6% |
| Q4 2021 | $1,078,000 | -0.2% | 17,942 | -0.4% | 0.29% | +22.0% |
| Q3 2021 | $1,080,000 | +7.2% | 18,019 | +8.7% | 0.24% | +23.6% |
| Q2 2021 | $1,007,000 | +8.2% | 16,580 | +5.7% | 0.19% | +5.5% |
| Q1 2021 | $931,000 | +3.7% | 15,692 | +3.0% | 0.18% | +13.1% |
| Q4 2020 | $898,000 | +6.5% | 15,229 | +2.7% | 0.16% | -7.5% |
| Q3 2020 | $843,000 | +5.5% | 14,830 | +4.6% | 0.17% | -0.6% |
| Q2 2020 | $799,000 | +1.4% | 14,177 | -1.6% | 0.17% | -10.8% |
| Q1 2020 | $788,000 | +8.1% | 14,401 | +16.6% | 0.20% | +33.6% |
| Q4 2019 | $729,000 | +139.8% | 12,349 | +141.1% | 0.15% | +114.7% |
| Q3 2019 | $304,000 | +23.6% | 5,122 | +17.3% | 0.07% | -5.6% |
| Q2 2018 | $246,000 | +42.2% | 4,368 | +40.5% | 0.07% | +63.6% |
| Q4 2017 | $173,000 | – | 3,109 | – | 0.04% | – |
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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% |