SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 171 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $287,000 | -54.8% | 5,210 | -50.7% | 0.01% | -53.8% |
| Q4 2021 | $635,000 | -9.0% | 10,574 | -9.2% | 0.01% | -7.1% |
| Q3 2021 | $698,000 | +9.1% | 11,651 | +10.7% | 0.01% | -6.7% |
| Q2 2021 | $640,000 | +35.6% | 10,523 | +32.3% | 0.02% | +15.4% |
| Q1 2021 | $472,000 | +62.8% | 7,952 | +50.1% | 0.01% | -18.8% |
| Q1 2020 | $290,000 | -7.6% | 5,299 | 0.0% | 0.02% | +23.1% |
| Q4 2019 | $314,000 | +227.1% | 5,299 | +215.2% | 0.01% | +160.0% |
| Q1 2019 | $96,000 | -77.7% | 1,681 | -78.0% | 0.01% | -80.0% |
| Q2 2018 | $431,000 | – | 7,638 | – | 0.02% | – |
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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% |