SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 251 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,048 | -4.8% | 13,688 | 0.0% | 0.05% | +4.2% |
| Q2 2023 | $342,337 | +22.1% | 13,688 | +22.3% | 0.05% | +11.6% |
| Q1 2023 | $280,348 | -15.8% | 11,196 | +64.6% | 0.04% | -17.3% |
| Q4 2022 | $333,143 | -33.6% | 6,803 | -35.0% | 0.05% | -38.1% |
| Q3 2022 | $502,000 | -51.0% | 10,471 | -47.5% | 0.08% | -49.7% |
| Q2 2022 | $1,025,000 | -1.6% | 19,952 | +5.6% | 0.17% | +15.2% |
| Q1 2022 | $1,042,000 | -34.7% | 18,886 | -28.9% | 0.14% | -32.2% |
| Q4 2021 | $1,595,000 | – | 26,555 | – | 0.21% | – |
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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% |