SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 232 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,981,823 | -1.9% | 167,163 | +3.0% | 0.53% | +1.9% |
| Q2 2023 | $4,058,523 | +0.8% | 162,276 | +0.9% | 0.52% | +1.2% |
| Q1 2023 | $4,025,255 | +111619.5% | 160,753 | +118.5% | 0.52% | +9.6% |
| Q4 2022 | $3,603 | -99.8% | 73,575 | +56.6% | 0.47% | +49.5% |
| Q3 2022 | $2,251,000 | -7.1% | 46,975 | -0.4% | 0.32% | +0.6% |
| Q2 2022 | $2,422,000 | -27.1% | 47,142 | -21.7% | 0.31% | -15.6% |
| Q1 2022 | $3,321,000 | -29.0% | 60,208 | -22.7% | 0.37% | -24.4% |
| Q4 2021 | $4,679,000 | +29.9% | 77,887 | +29.6% | 0.49% | +21.8% |
| Q3 2021 | $3,603,000 | +3.3% | 60,093 | +4.8% | 0.40% | +4.1% |
| Q2 2021 | $3,487,000 | +9.9% | 57,342 | +7.2% | 0.39% | +7.2% |
| Q1 2021 | $3,173,000 | – | 53,472 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,266,258 | $60,679,000 | 9.56% |
| Orcam Financial Group | 69,072 | $3,310,000 | 5.62% |
| Pinnacle Wealth Planning Services, Inc. | 600,000 | $28,752,000 | 5.32% |
| Erickson Financial Group, LLC | 70,534 | $3,380,000 | 3.76% |
| Revolve Wealth Partners, LLC | 184,372 | $8,835,000 | 2.95% |
| Avantax Planning Partners, Inc. | 1,125,487 | $53,933,000 | 2.43% |
| Collaborative Wealth Managment Inc. | 66,693 | $3,196,000 | 2.26% |
| Running Point Capital Advisors, LLC | 66,567 | $3,190,000 | 2.11% |
| Parkside Investments, LLC | 193,028 | $9,249,000 | 1.99% |
| Melone Private Wealth, LLC | 43,719 | $2,124,000 | 1.86% |