SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 127 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $572,000 | +81.0% | 9,637 | +78.2% | 0.03% | +76.5% |
| Q2 2019 | $316,000 | +36.2% | 5,408 | +34.0% | 0.02% | +41.7% |
| Q1 2019 | $232,000 | -7.9% | 4,036 | -10.0% | 0.01% | -20.0% |
| Q4 2018 | $252,000 | -34.9% | 4,486 | -34.8% | 0.02% | -11.8% |
| Q3 2018 | $387,000 | +46.6% | 6,877 | +46.9% | 0.02% | +142.9% |
| Q2 2018 | $264,000 | +1.9% | 4,682 | +0.9% | 0.01% | 0.0% |
| Q1 2018 | $259,000 | – | 4,642 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,467,568 | $80,936,000 | 10.10% |
| Orcam Financial Group | 62,181 | $3,429,000 | 4.89% |
| Erickson Financial Group, LLC | 70,925 | $3,912,000 | 3.52% |
| BIVIN & ASSOCIATES, INC. | 62,260 | $3,434,000 | 3.13% |
| Revolve Wealth Partners, LLC | 196,513 | $10,838,000 | 3.13% |
| RIVERSEDGE ADVISORS, LLC | 114,313 | $6,304,000 | 2.05% |
| Melone Private Wealth, LLC | 44,846 | $2,379,000 | 1.94% |
| Avantax Planning Partners, Inc. | 830,582 | $45,807,000 | 1.82% |
| Beta Wealth Group, Inc. | 41,059 | $2,264,000 | 1.52% |
| 1900 WEALTH MANAGEMENT LLC | 283,166 | $15,617,000 | 1.48% |