SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $744,184 | -27.9% | 31,242 | -24.3% | 0.00% | 0.0% |
Q2 2023 | $1,032,263 | -7.2% | 41,274 | -7.1% | 0.00% | 0.0% |
Q1 2023 | $1,112,753 | +13.1% | 44,439 | +121.2% | 0.00% | 0.0% |
Q4 2022 | $983,660 | +2.1% | 20,087 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $963,000 | -12.4% | 20,087 | -6.1% | 0.00% | 0.0% |
Q2 2022 | $1,099,000 | -57.0% | 21,387 | -53.9% | 0.00% | -50.0% |
Q1 2022 | $2,558,000 | +85.5% | 46,387 | +102.1% | 0.00% | +100.0% |
Q4 2021 | $1,379,000 | +0.4% | 22,954 | +0.1% | 0.00% | 0.0% |
Q3 2021 | $1,374,000 | -16.3% | 22,924 | -15.1% | 0.00% | 0.0% |
Q2 2021 | $1,642,000 | +1.5% | 27,005 | -0.9% | 0.00% | 0.0% |
Q1 2021 | $1,617,000 | -1.0% | 27,253 | -1.6% | 0.00% | 0.0% |
Q4 2020 | $1,634,000 | +1.6% | 27,702 | -2.0% | 0.00% | 0.0% |
Q3 2020 | $1,608,000 | +18.4% | 28,272 | +17.3% | 0.00% | 0.0% |
Q2 2020 | $1,358,000 | +3.0% | 24,096 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $1,319,000 | -6.9% | 24,096 | +0.4% | 0.00% | 0.0% |
Q4 2019 | $1,416,000 | +4.2% | 23,996 | +4.8% | 0.00% | 0.0% |
Q3 2019 | $1,359,000 | +7.2% | 22,896 | +5.5% | 0.00% | 0.0% |
Q2 2019 | $1,268,000 | -11.0% | 21,696 | -12.5% | 0.00% | 0.0% |
Q1 2019 | $1,425,000 | -6.1% | 24,796 | -8.4% | 0.00% | -50.0% |
Q4 2018 | $1,518,000 | -0.9% | 27,076 | -0.6% | 0.00% | +100.0% |
Q3 2018 | $1,532,000 | -5.8% | 27,226 | -5.4% | 0.00% | 0.0% |
Q2 2018 | $1,626,000 | +1.1% | 28,785 | -0.2% | 0.00% | 0.0% |
Q1 2018 | $1,608,000 | -18.9% | 28,840 | -19.1% | 0.00% | -50.0% |
Q4 2017 | $1,983,000 | -20.5% | 35,630 | -18.4% | 0.00% | 0.0% |
Q3 2017 | $2,493,000 | -5.0% | 43,661 | -5.4% | 0.00% | 0.0% |
Q2 2017 | $2,624,000 | +4.5% | 46,161 | +4.1% | 0.00% | 0.0% |
Q1 2017 | $2,511,000 | +15.9% | 44,361 | +14.6% | 0.00% | 0.0% |
Q4 2016 | $2,167,000 | +7925.9% | 38,711 | +8352.2% | 0.00% | – |
Q3 2016 | $27,000 | 0.0% | 458 | 0.0% | 0.00% | – |
Q2 2016 | $27,000 | +1250.0% | 458 | +1535.7% | 0.00% | – |
Q2 2015 | $2,000 | -77.8% | 28 | -81.8% | 0.00% | – |
Q1 2015 | $9,000 | +800.0% | 154 | +805.9% | 0.00% | – |
Q1 2014 | $1,000 | -100.0% | 17 | -100.0% | 0.00% | -100.0% |
Q4 2013 | $2,749,000 | -2.4% | 53,846 | 0.0% | 0.00% | -33.3% |
Q3 2013 | $2,816,000 | +33.0% | 53,846 | +37.0% | 0.00% | +50.0% |
Q2 2013 | $2,117,000 | – | 39,305 | – | 0.00% | – |
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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% |