SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 141 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is 4.55 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $513,000 | -73.1% | 9,380 | -71.0% | 0.09% | -63.4% |
| Q4 2019 | $1,907,000 | +5.8% | 32,322 | +6.5% | 0.24% | -1.7% |
| Q3 2019 | $1,802,000 | -3.9% | 30,344 | -5.4% | 0.24% | -4.8% |
| Q2 2019 | $1,876,000 | +39.9% | 32,093 | +37.5% | 0.25% | +33.5% |
| Q1 2019 | $1,341,000 | +44.3% | 23,332 | +40.9% | 0.19% | +27.9% |
| Q4 2018 | $929,000 | +21.8% | 16,557 | +22.1% | 0.15% | +47.0% |
| Q3 2018 | $763,000 | -24.4% | 13,555 | -24.1% | 0.10% | +31.6% |
| Q2 2018 | $1,009,000 | +129.3% | 17,860 | +126.3% | 0.08% | +16.9% |
| Q1 2018 | $440,000 | -44.7% | 7,892 | -44.8% | 0.06% | -43.0% |
| Q4 2017 | $796,000 | -34.7% | 14,301 | -33.0% | 0.11% | -35.6% |
| Q3 2017 | $1,219,000 | -4.8% | 21,356 | -5.2% | 0.18% | -8.8% |
| Q2 2017 | $1,281,000 | +534.2% | 22,536 | +563.8% | 0.19% | +454.3% |
| Q3 2016 | $202,000 | – | 3,395 | – | 0.04% | – |
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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% |