SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 156 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,426 | -3.3% | 20,631 | +1.6% | 0.01% | -7.1% |
| Q2 2023 | $508,024 | -0.1% | 20,313 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $508,633 | +2.1% | 20,313 | +99.6% | 0.01% | -6.7% |
| Q4 2022 | $498,388 | +539.0% | 10,177 | +696.3% | 0.02% | +650.0% |
| Q2 2021 | $78,000 | +2.6% | 1,278 | -0.5% | 0.00% | -33.3% |
| Q4 2020 | $76,000 | +7.0% | 1,284 | +2.1% | 0.00% | 0.0% |
| Q3 2020 | $71,000 | 0.0% | 1,257 | -2.7% | 0.00% | -40.0% |
| Q1 2020 | $71,000 | -28.3% | 1,292 | -23.2% | 0.01% | 0.0% |
| Q4 2019 | $99,000 | -22.7% | 1,683 | -23.4% | 0.01% | -37.5% |
| Q3 2019 | $128,000 | 0.0% | 2,198 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $128,000 | +1.6% | 2,198 | +0.4% | 0.01% | -11.1% |
| Q1 2019 | $126,000 | +3.3% | 2,189 | +0.3% | 0.01% | -18.2% |
| Q4 2018 | $122,000 | -1.6% | 2,182 | -1.0% | 0.01% | +22.2% |
| Q3 2018 | $124,000 | -3.1% | 2,204 | -2.6% | 0.01% | -10.0% |
| Q2 2018 | $128,000 | +64.1% | 2,262 | +61.7% | 0.01% | +66.7% |
| Q1 2018 | $78,000 | – | 1,399 | – | 0.01% | – |
Download | ||||||
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% |