SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 160 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,862 | -4.4% | 3,593 | 0.0% | 0.04% | +2.7% |
| Q2 2023 | $89,849 | -0.1% | 3,593 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $89,957 | +2.3% | 3,593 | +99.9% | 0.04% | 0.0% |
| Q4 2022 | $87,976 | +2.3% | 1,797 | +0.7% | 0.04% | -5.0% |
| Q3 2022 | $86,000 | -5.5% | 1,785 | +0.9% | 0.04% | +5.3% |
| Q2 2022 | $91,000 | -6.2% | 1,769 | +0.9% | 0.04% | +11.8% |
| Q1 2022 | $97,000 | -7.6% | 1,754 | +0.5% | 0.03% | 0.0% |
| Q4 2021 | $105,000 | +1.0% | 1,745 | +1.0% | 0.03% | 0.0% |
| Q3 2021 | $104,000 | 0.0% | 1,727 | +0.8% | 0.03% | -2.9% |
| Q2 2021 | $104,000 | +4.0% | 1,714 | +0.8% | 0.04% | -2.8% |
| Q4 2020 | $100,000 | +3.1% | 1,700 | 0.0% | 0.04% | -7.7% |
| Q3 2020 | $97,000 | -14.2% | 1,700 | -15.4% | 0.04% | -20.4% |
| Q2 2020 | $113,000 | -22.1% | 2,009 | -24.2% | 0.05% | -29.0% |
| Q1 2020 | $145,000 | -21.6% | 2,652 | -15.6% | 0.07% | +19.0% |
| Q4 2019 | $185,000 | – | 3,143 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,266,258 | $60,679,000 | 9.56% |
| Orcam Financial Group | 69,072 | $3,310,000 | 5.62% |
| Pinnacle Wealth Planning Services, Inc. | 600,000 | $28,752,000 | 5.32% |
| Erickson Financial Group, LLC | 70,534 | $3,380,000 | 3.76% |
| Revolve Wealth Partners, LLC | 184,372 | $8,835,000 | 2.95% |
| Avantax Planning Partners, Inc. | 1,125,487 | $53,933,000 | 2.43% |
| Collaborative Wealth Managment Inc. | 66,693 | $3,196,000 | 2.26% |
| Running Point Capital Advisors, LLC | 66,567 | $3,190,000 | 2.11% |
| Parkside Investments, LLC | 193,028 | $9,249,000 | 1.99% |
| Melone Private Wealth, LLC | 43,719 | $2,124,000 | 1.86% |