SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 338 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $207 | -6.8% | 8,120 | -6.1% | 0.01% | -39.1% |
| Q1 2024 | $222 | -99.9% | 8,650 | +116.7% | 0.02% | -28.1% |
| Q2 2022 | $205,000 | -24.6% | 3,991 | -12.0% | 0.03% | +220.0% |
| Q4 2021 | $272,000 | +0.7% | 4,536 | +0.6% | 0.01% | -75.6% |
| Q3 2021 | $270,000 | -3.6% | 4,508 | -1.9% | 0.04% | -2.4% |
| Q2 2021 | $280,000 | +5.7% | 4,596 | +2.7% | 0.04% | 0.0% |
| Q1 2021 | $265,000 | 0.0% | 4,474 | -0.5% | 0.04% | -4.5% |
| Q4 2020 | $265,000 | +5.2% | 4,495 | +1.5% | 0.04% | -8.3% |
| Q3 2020 | $252,000 | +15.6% | 4,430 | +14.3% | 0.05% | +11.6% |
| Q2 2020 | $218,000 | – | 3,877 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,979,163 | $49,558,234 | 6.59% |
| Erickson Financial Group, LLC | 157,240 | $3,937,290 | 3.91% |
| Orcam Financial Group | 111,372 | $2,789 | 3.87% |
| Revolve Wealth Partners, LLC | 525,070 | $13,147,760 | 3.34% |
| Collaborative Wealth Managment Inc. | 195,204 | $4,887,912 | 3.08% |
| Running Point Capital Advisors, LLC | 175,350 | $4,390,764 | 2.66% |
| Avantax Planning Partners, Inc. | 2,539,961 | $63,600,631 | 2.58% |
| High Net Worth Advisory Group LLC | 192,127 | $4,810,878 | 1.96% |
| Parkside Investments, LLC | 389,553 | $9,754,407 | 1.84% |
| Jordan Park Group LLC | 1,111,940 | $27,842,978 | 1.82% |