SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 51 filers reported holding SPDR SER TR in Q3 2014. The put-call ratio across all filers is 2.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $612,000 | +10.3% | 10,711 | +9.0% | 0.05% | +21.4% |
| Q2 2017 | $555,000 | +2.6% | 9,827 | +2.5% | 0.04% | +2.4% |
| Q1 2017 | $541,000 | -6.1% | 9,584 | -7.0% | 0.04% | -8.9% |
| Q4 2016 | $576,000 | -14.7% | 10,305 | -10.8% | 0.04% | -16.7% |
| Q3 2016 | $675,000 | +6.1% | 11,553 | +7.9% | 0.05% | +10.2% |
| Q2 2016 | $636,000 | +2.6% | 10,707 | +0.5% | 0.05% | -9.3% |
| Q1 2016 | $620,000 | +54.2% | 10,652 | +51.2% | 0.05% | +63.6% |
| Q4 2015 | $402,000 | +22.9% | 7,044 | +21.8% | 0.03% | +10.0% |
| Q3 2015 | $327,000 | +1.9% | 5,782 | +0.3% | 0.03% | +3.4% |
| Q2 2015 | $321,000 | -16.2% | 5,764 | -14.8% | 0.03% | -14.7% |
| Q1 2015 | $383,000 | -99.9% | 6,763 | -16.4% | 0.03% | +3.0% |
| Q4 2014 | $470,438,000 | +95907.8% | 8,089 | -6.5% | 0.03% | -10.8% |
| Q3 2014 | $490,000 | +21.9% | 8,648 | +21.0% | 0.04% | +15.6% |
| Q2 2014 | $402,000 | +12.6% | 7,146 | +8.7% | 0.03% | +3.2% |
| Q1 2014 | $357,000 | -40.7% | 6,572 | -44.3% | 0.03% | -42.6% |
| Q4 2013 | $602,000 | -49.3% | 11,790 | -48.6% | 0.05% | -53.0% |
| Q3 2013 | $1,187,000 | -35.7% | 22,944 | -33.0% | 0.12% | -49.8% |
| Q2 2013 | $1,846,000 | – | 34,237 | – | 0.23% | – |
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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% |