SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 165 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $5,111,257 | +166.2% | 198,959 | +162.2% | 0.01% | -25.0% |
| Q4 2023 | $1,920,074 | +40.0% | 75,892 | +31.8% | 0.02% | +33.3% |
| Q3 2023 | $1,371,324 | +5.6% | 57,570 | +10.8% | 0.01% | +9.1% |
| Q2 2023 | $1,299,020 | +9.8% | 51,940 | +10.0% | 0.01% | +10.0% |
| Q1 2023 | $1,182,804 | +5.3% | 47,237 | +105.9% | 0.01% | 0.0% |
| Q4 2022 | $1,123,506 | +3.7% | 22,943 | +1.5% | 0.01% | -54.5% |
| Q3 2022 | $1,083,000 | -30.0% | 22,598 | -25.0% | 0.02% | -12.0% |
| Q2 2022 | $1,548,000 | -3.4% | 30,136 | +3.7% | 0.02% | +8.7% |
| Q1 2022 | $1,603,000 | -11.7% | 29,071 | -3.8% | 0.02% | -11.5% |
| Q4 2021 | $1,815,000 | +5.6% | 30,216 | +5.4% | 0.03% | -3.7% |
| Q3 2021 | $1,718,000 | -1.5% | 28,657 | -0.1% | 0.03% | -3.6% |
| Q2 2021 | $1,744,000 | +4.9% | 28,682 | +2.3% | 0.03% | -15.2% |
| Q1 2021 | $1,663,000 | 0.0% | 28,029 | -0.6% | 0.03% | 0.0% |
| Q4 2020 | $1,663,000 | +67.3% | 28,195 | +61.3% | 0.03% | -59.3% |
| Q3 2020 | $994,000 | +186.5% | 17,484 | +183.8% | 0.08% | +153.1% |
| Q2 2020 | $347,000 | +4.5% | 6,161 | +1.5% | 0.03% | -22.0% |
| Q1 2020 | $332,000 | +2.8% | 6,071 | +11.3% | 0.04% | +28.1% |
| Q4 2019 | $323,000 | +42.3% | 5,456 | +40.5% | 0.03% | +10.3% |
| Q2 2019 | $227,000 | -1.3% | 3,884 | -3.2% | 0.03% | -9.4% |
| Q1 2019 | $230,000 | -15.8% | 4,013 | -17.7% | 0.03% | -28.9% |
| Q4 2018 | $273,000 | -29.6% | 4,875 | -29.3% | 0.04% | -19.6% |
| Q3 2018 | $388,000 | -7.0% | 6,897 | -6.8% | 0.06% | -23.3% |
| Q2 2018 | $417,000 | +26.4% | 7,397 | +25.1% | 0.07% | +17.7% |
| Q1 2018 | $330,000 | 0.0% | 5,912 | 0.0% | 0.06% | +1.6% |
| Q4 2017 | $330,000 | +11.1% | 5,912 | +13.5% | 0.06% | -7.6% |
| Q3 2017 | $297,000 | +17.9% | 5,209 | +19.3% | 0.07% | -39.4% |
| Q1 2016 | $252,000 | – | 4,365 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,467,568 | $80,936,000 | 10.10% |
| Orcam Financial Group | 62,181 | $3,429,000 | 4.89% |
| Erickson Financial Group, LLC | 70,925 | $3,912,000 | 3.52% |
| BIVIN & ASSOCIATES, INC. | 62,260 | $3,434,000 | 3.13% |
| Revolve Wealth Partners, LLC | 196,513 | $10,838,000 | 3.13% |
| RIVERSEDGE ADVISORS, LLC | 114,313 | $6,304,000 | 2.05% |
| Melone Private Wealth, LLC | 44,846 | $2,379,000 | 1.94% |
| Avantax Planning Partners, Inc. | 830,582 | $45,807,000 | 1.82% |
| Beta Wealth Group, Inc. | 41,059 | $2,264,000 | 1.52% |
| 1900 WEALTH MANAGEMENT LLC | 283,166 | $15,617,000 | 1.48% |