SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 206 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $978,720 | -11.7% | 41,088 | -7.3% | 0.58% | -9.7% |
| Q2 2023 | $1,108,921 | -3.3% | 44,339 | -3.1% | 0.64% | -2.3% |
| Q1 2023 | $1,146,270 | -7.7% | 45,778 | +80.4% | 0.66% | -21.3% |
| Q4 2022 | $1,242,377 | -4.7% | 25,370 | -6.8% | 0.83% | -11.3% |
| Q3 2022 | $1,304,000 | -64.6% | 27,207 | -62.1% | 0.94% | -62.0% |
| Q2 2022 | $3,686,000 | +62.8% | 71,740 | +74.7% | 2.47% | +63.1% |
| Q1 2022 | $2,264,000 | -58.6% | 41,059 | -55.0% | 1.52% | -61.6% |
| Q4 2021 | $5,469,000 | 0.0% | 91,232 | 0.0% | 3.94% | 0.0% |
| Q3 2021 | $5,469,000 | +9.2% | 91,232 | +10.8% | 3.94% | +13.1% |
| Q2 2021 | $5,010,000 | +11.3% | 82,374 | +8.6% | 3.49% | +6.6% |
| Q1 2021 | $4,501,000 | – | 75,865 | – | 3.27% | – |
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% |