SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 160 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,201 | -15.8% | 470,245 | -11.5% | 0.04% | -18.9% |
| Q2 2023 | $13,296 | +21.6% | 531,650 | +21.8% | 0.05% | +6.0% |
| Q1 2023 | $10,934 | +4.8% | 436,645 | +14.6% | 0.05% | -3.8% |
| Q4 2022 | $10,436 | -99.9% | 381,097 | +103.5% | 0.05% | -1.9% |
| Q3 2022 | $8,974,000 | +43.2% | 187,262 | +53.5% | 0.05% | +39.5% |
| Q2 2022 | $6,268,000 | -20.5% | 121,986 | -14.7% | 0.04% | -17.4% |
| Q1 2022 | $7,886,000 | +1.6% | 142,993 | +10.7% | 0.05% | -4.2% |
| Q4 2021 | $7,761,000 | +34.9% | 129,171 | +34.6% | 0.05% | +20.0% |
| Q3 2021 | $5,753,000 | +125.5% | 95,965 | +128.8% | 0.04% | +100.0% |
| Q2 2021 | $2,551,000 | +13.5% | 41,938 | +10.7% | 0.02% | 0.0% |
| Q1 2021 | $2,247,000 | +60.2% | 37,873 | +59.3% | 0.02% | +11.1% |
| Q4 2020 | $1,403,000 | +93.8% | 23,778 | +86.7% | 0.02% | +63.6% |
| Q3 2020 | $724,000 | – | 12,736 | – | 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% |