SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 127 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $88,000 | +1.1% | 1,559 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $87,000 | 0.0% | 1,559 | 0.0% | 0.03% | -2.9% |
| Q4 2017 | $87,000 | -27.5% | 1,559 | -25.7% | 0.04% | -34.0% |
| Q3 2017 | $120,000 | +0.8% | 2,097 | 0.0% | 0.05% | -10.2% |
| Q2 2017 | $119,000 | 0.0% | 2,097 | 0.0% | 0.06% | -3.3% |
| Q1 2017 | $119,000 | +1.7% | 2,097 | 0.0% | 0.06% | -9.0% |
| Q4 2016 | $117,000 | -5.6% | 2,097 | 0.0% | 0.07% | -16.2% |
| Q3 2016 | $124,000 | -34.0% | 2,097 | -33.2% | 0.08% | -40.7% |
| Q2 2016 | $188,000 | -43.0% | 3,138 | -45.2% | 0.14% | -46.0% |
| Q1 2016 | $330,000 | – | 5,722 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 541,457 | $12,897,506 | 4.42% |
| Revolve Wealth Partners, LLC | 724,261 | $17,251,892 | 3.97% |
| Collaborative Wealth Managment Inc. | 246,102 | $5,862,151 | 3.50% |
| Erickson Financial Group, LLC | 156,095 | $3,718,183 | 3.48% |
| Private Ocean, LLC | 1,114,426 | $26,545,626 | 3.37% |
| Avantax Planning Partners, Inc. | 3,021,719 | $71,977,347 | 3.01% |
| Orcam Financial Group | 90,974 | $2,166,990 | 2.92% |
| Running Point Capital Advisors, LLC | 158,704 | $3,780,329 | 2.19% |
| QP WEALTH MANAGEMENT, LLC | 45,803 | $1,091,027 | 1.90% |
| High Net Worth Advisory Group LLC | 190,751 | $4,543,714 | 1.82% |