SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 174 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 ↓ |
|---|---|---|---|
| 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% |