SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 182 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,348 | -17.0% | 10,552 | +66.7% | 0.04% | -36.9% |
| Q3 2022 | $303,000 | -37.5% | 6,330 | -33.0% | 0.06% | -38.7% |
| Q2 2022 | $485,000 | -55.3% | 9,446 | -52.0% | 0.11% | -47.5% |
| Q1 2022 | $1,085,000 | -18.7% | 19,681 | -11.5% | 0.20% | -17.6% |
| Q4 2021 | $1,335,000 | +0.5% | 22,228 | +0.3% | 0.24% | -6.8% |
| Q3 2021 | $1,329,000 | -1.3% | 22,164 | +0.1% | 0.26% | -4.4% |
| Q2 2021 | $1,346,000 | +2.4% | 22,132 | -0.0% | 0.28% | -10.7% |
| Q1 2021 | $1,314,000 | +2.0% | 22,141 | +1.4% | 0.31% | +0.7% |
| Q4 2020 | $1,288,000 | +6.7% | 21,833 | +2.8% | 0.31% | -18.2% |
| Q3 2020 | $1,207,000 | +12.8% | 21,229 | +11.8% | 0.37% | -2.3% |
| Q2 2020 | $1,070,000 | +41.5% | 18,989 | +37.5% | 0.38% | -18.3% |
| Q1 2020 | $756,000 | +87.6% | 13,810 | +102.3% | 0.47% | +94.6% |
| Q4 2019 | $403,000 | – | 6,826 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,471,828 | $88,427,000 | 10.35% |
| Orcam Financial Group | 71,708 | $4,308,000 | 5.90% |
| Thrive Wealth Management, LLC | 193,083 | $11,600,000 | 3.96% |
| Beta Wealth Group, Inc. | 91,232 | $5,469,000 | 3.94% |
| Revolve Wealth Partners, LLC | 225,845 | $13,569,000 | 3.90% |
| Erickson Financial Group, LLC | 70,181 | $4,216,000 | 3.63% |
| BIVIN & ASSOCIATES, INC. | 64,404 | $3,869,000 | 3.38% |
| Value Monitoring, Inc. | 10,027 | $602,000 | 2.77% |
| RIVERSEDGE ADVISORS, LLC | 120,851 | $7,261,000 | 2.30% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 60,000 | $3,600,000 | 2.24% |