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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $551,000 | +23.5% | 9,431 | +21.5% | 0.06% | +26.0% |
| Q1 2019 | $446,000 | +3.7% | 7,760 | +1.1% | 0.05% | -5.7% |
| Q4 2018 | $430,000 | -7.9% | 7,675 | -7.6% | 0.05% | +10.4% |
| Q3 2018 | $467,000 | -0.4% | 8,310 | 0.0% | 0.05% | -4.0% |
| Q2 2018 | $469,000 | -3.9% | 8,310 | -5.0% | 0.05% | -5.7% |
| Q1 2018 | $488,000 | +11.9% | 8,750 | +11.7% | 0.05% | +12.8% |
| Q4 2017 | $436,000 | -2.5% | 7,835 | 0.0% | 0.05% | -6.0% |
| Q3 2017 | $447,000 | +7.7% | 7,835 | +7.1% | 0.05% | +11.1% |
| Q2 2017 | $415,000 | +38.8% | 7,315 | +38.5% | 0.04% | +36.4% |
| Q1 2017 | $299,000 | – | 5,280 | – | 0.03% | – |
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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% |