SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 254 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $399,000 | +14.0% | 6,651 | +12.8% | 0.10% | +3.1% |
| Q1 2021 | $350,000 | -7.7% | 5,895 | -8.3% | 0.10% | -11.8% |
| Q4 2020 | $379,000 | +25.5% | 6,430 | +21.0% | 0.11% | +11.1% |
| Q3 2020 | $302,000 | -5.6% | 5,314 | -6.6% | 0.10% | -6.6% |
| Q2 2020 | $320,000 | +8.5% | 5,692 | +1.1% | 0.11% | -9.4% |
| Q1 2020 | $295,000 | – | 5,629 | – | 0.12% | – |
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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% |