SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 236 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $259,000 | -6.5% | 5,413 | +0.5% | 0.19% | -2.6% |
| Q2 2022 | $277,000 | -7.0% | 5,387 | -0.3% | 0.20% | +7.7% |
| Q1 2022 | $298,000 | -18.4% | 5,402 | -11.2% | 0.18% | -17.4% |
| Q4 2021 | $365,000 | +4.6% | 6,080 | +4.5% | 0.22% | -3.5% |
| Q3 2021 | $349,000 | -0.9% | 5,818 | +0.5% | 0.23% | -0.4% |
| Q2 2021 | $352,000 | +1.4% | 5,791 | -1.2% | 0.23% | -2.1% |
| Q1 2021 | $347,000 | +14.1% | 5,862 | +13.9% | 0.23% | +2.2% |
| Q4 2020 | $304,000 | +4.5% | 5,148 | +0.6% | 0.23% | -12.3% |
| Q3 2020 | $291,000 | +1.4% | 5,116 | +0.5% | 0.26% | -13.6% |
| Q2 2020 | $287,000 | +3.6% | 5,092 | +0.5% | 0.30% | -18.9% |
| Q1 2020 | $277,000 | -18.5% | 5,066 | -12.1% | 0.37% | +29.7% |
| Q4 2019 | $340,000 | – | 5,765 | – | 0.29% | – |
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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% |