SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 254 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $625,000 | -11.8% | 11,330 | -4.1% | 0.01% | 0.0% |
| Q4 2021 | $709,000 | -14.1% | 11,809 | -14.2% | 0.01% | -23.1% |
| Q3 2021 | $825,000 | -1.4% | 13,762 | 0.0% | 0.01% | +18.2% |
| Q2 2021 | $837,000 | +2.6% | 13,762 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $816,000 | +0.5% | 13,762 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $812,000 | +7.3% | 13,762 | +3.4% | 0.01% | 0.0% |
| Q3 2020 | $757,000 | +29.4% | 13,306 | +28.2% | 0.01% | -45.8% |
| Q2 2020 | $585,000 | +479.2% | 10,379 | +470.6% | 0.02% | +700.0% |
| Q4 2017 | $101,000 | – | 1,819 | – | 0.00% | – |
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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% |