SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $338,244 | -4.8% | 14,200 | 0.0% | 0.04% | -5.0% |
Q2 2023 | $355,142 | -0.1% | 14,200 | 0.0% | 0.04% | -4.8% |
Q1 2023 | $355,568 | +2.3% | 14,200 | +100.0% | 0.04% | -2.3% |
Q4 2022 | $347,687 | +2.3% | 7,100 | 0.0% | 0.04% | -8.5% |
Q3 2022 | $340,000 | -6.8% | 7,100 | 0.0% | 0.05% | -4.1% |
Q2 2022 | $365,000 | -6.9% | 7,100 | 0.0% | 0.05% | +4.3% |
Q1 2022 | $392,000 | -8.2% | 7,100 | 0.0% | 0.05% | -7.8% |
Q4 2021 | $427,000 | +0.2% | 7,100 | 0.0% | 0.05% | -5.6% |
Q3 2021 | $426,000 | +11.2% | 7,100 | +12.7% | 0.05% | +5.9% |
Q2 2021 | $383,000 | +22.0% | 6,300 | +18.9% | 0.05% | +10.9% |
Q1 2021 | $314,000 | +61.0% | 5,300 | +60.6% | 0.05% | +48.4% |
Q4 2020 | $195,000 | +3.7% | 3,300 | 0.0% | 0.03% | -6.1% |
Q3 2020 | $188,000 | -4.6% | 3,300 | -5.7% | 0.03% | -10.8% |
Q2 2020 | $197,000 | +2.6% | 3,500 | 0.0% | 0.04% | -9.8% |
Q1 2020 | $192,000 | -7.2% | 3,500 | 0.0% | 0.04% | +7.9% |
Q4 2019 | $207,000 | -0.5% | 3,500 | 0.0% | 0.04% | -7.3% |
Q3 2019 | $208,000 | +1.5% | 3,500 | 0.0% | 0.04% | -2.4% |
Q2 2019 | $205,000 | +19.2% | 3,500 | +16.7% | 0.04% | -4.5% |
Q1 2019 | $172,000 | +2.4% | 3,000 | 0.0% | 0.04% | -4.3% |
Q4 2018 | $168,000 | -0.6% | 3,000 | 0.0% | 0.05% | +2.2% |
Q3 2018 | $169,000 | 0.0% | 3,000 | 0.0% | 0.04% | -8.2% |
Q2 2018 | $169,000 | +1.2% | 3,000 | 0.0% | 0.05% | -2.0% |
Q1 2018 | $167,000 | -0.6% | 3,000 | 0.0% | 0.05% | -7.4% |
Q4 2017 | $168,000 | 0.0% | 3,000 | 0.0% | 0.05% | -5.3% |
Q3 2017 | $168,000 | +18.3% | 3,000 | +20.0% | 0.06% | +3.6% |
Q2 2017 | $142,000 | +0.7% | 2,500 | 0.0% | 0.06% | -23.6% |
Q1 2017 | $141,000 | -0.7% | 2,500 | 0.0% | 0.07% | -17.2% |
Q4 2016 | $142,000 | +4.4% | 2,500 | +8.7% | 0.09% | +35.9% |
Q3 2016 | $136,000 | +33.3% | 2,300 | +35.3% | 0.06% | +25.5% |
Q2 2016 | $102,000 | – | 1,700 | – | 0.05% | – |
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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% |