SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 114 filers reported holding SPDR SER TR in Q2 2017. The put-call ratio across all filers is 15.20 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $201,000 | -85.4% | 3,615 | -85.0% | 0.07% | -85.0% |
| Q3 2017 | $1,376,000 | +8.1% | 24,100 | +7.7% | 0.49% | +4.4% |
| Q2 2017 | $1,273,000 | -22.7% | 22,385 | -23.0% | 0.47% | -24.4% |
| Q1 2017 | $1,646,000 | +2.4% | 29,082 | +1.2% | 0.62% | -3.0% |
| Q4 2016 | $1,608,000 | +425.5% | 28,731 | +456.5% | 0.64% | +398.4% |
| Q3 2016 | $306,000 | 0.0% | 5,163 | +1.0% | 0.13% | -4.4% |
| Q2 2016 | $306,000 | +9.3% | 5,111 | +5.3% | 0.14% | +1.5% |
| Q1 2016 | $280,000 | +32.1% | 4,856 | +31.0% | 0.13% | +27.9% |
| Q4 2015 | $212,000 | -3.6% | 3,708 | -4.6% | 0.10% | -11.1% |
| Q3 2015 | $220,000 | -29.7% | 3,888 | -31.0% | 0.12% | -28.7% |
| Q2 2015 | $313,000 | +2.0% | 5,638 | +5.6% | 0.16% | +7.9% |
| Q1 2015 | $307,000 | -0.3% | 5,340 | 0.0% | 0.15% | -6.2% |
| Q4 2014 | $308,000 | – | 5,340 | – | 0.16% | – |
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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% |