SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 344 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $70,800 | -0.9% | 2,783 | +0.0% | 0.04% | 0.0% |
| Q1 2024 | $71,470 | +2.9% | 2,782 | +1.3% | 0.04% | -2.2% |
| Q4 2023 | $69,474 | -73.0% | 2,746 | -36.7% | 0.04% | -79.9% |
| Q3 2016 | $257,000 | -24.2% | 4,336 | -23.5% | 0.22% | -23.3% |
| Q2 2016 | $339,000 | -24.0% | 5,668 | -27.4% | 0.29% | -28.6% |
| Q1 2016 | $446,000 | 0.0% | 7,810 | 0.0% | 0.41% | +1.2% |
| Q4 2015 | $446,000 | -1.8% | 7,810 | -2.6% | 0.40% | -1.0% |
| Q3 2015 | $454,000 | +0.7% | 8,021 | -1.3% | 0.41% | +4.3% |
| Q2 2015 | $451,000 | +13.3% | 8,128 | +17.5% | 0.39% | +16.0% |
| Q1 2015 | $398,000 | +7.6% | 6,917 | +7.8% | 0.34% | +7.3% |
| Q4 2014 | $370,000 | -17.0% | 6,418 | -18.2% | 0.31% | -17.2% |
| Q3 2014 | $446,000 | – | 7,847 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,979,163 | $49,558,234 | 6.59% |
| Erickson Financial Group, LLC | 157,240 | $3,937,290 | 3.91% |
| Orcam Financial Group | 111,372 | $2,789 | 3.87% |
| Revolve Wealth Partners, LLC | 525,070 | $13,147,760 | 3.34% |
| Collaborative Wealth Managment Inc. | 195,204 | $4,887,912 | 3.08% |
| Running Point Capital Advisors, LLC | 175,350 | $4,390,764 | 2.66% |
| Avantax Planning Partners, Inc. | 2,539,961 | $63,600,631 | 2.58% |
| High Net Worth Advisory Group LLC | 192,127 | $4,810,878 | 1.96% |
| Parkside Investments, LLC | 389,553 | $9,754,407 | 1.84% |
| Jordan Park Group LLC | 1,111,940 | $27,842,978 | 1.82% |