SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 114 filers reported holding SPDR SER TR in Q2 2017. The put-call ratio across all filers is 15.20 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $57,681,220 | +1.3% | 2,267,344 | +2.3% | 1.73% | -1.4% |
| Q1 2024 | $56,949,512 | +0.2% | 2,216,797 | -1.3% | 1.75% | -6.9% |
| Q4 2023 | $56,812,535 | +81.1% | 2,245,555 | +308.7% | 1.88% | -43.6% |
| Q3 2017 | $31,374,000 | +9.7% | 549,452 | +9.3% | 3.34% | +4.6% |
| Q2 2017 | $28,591,000 | +3.6% | 502,924 | +3.2% | 3.19% | +5.6% |
| Q1 2017 | $27,588,000 | +8.3% | 487,330 | +7.1% | 3.02% | +2.3% |
| Q4 2016 | $25,468,000 | – | 455,034 | – | 2.95% | – |
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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% |