SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 143 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is 4.55 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,012,000 | -15.7% | 51,054 | -18.7% | 0.67% | -29.2% |
| Q3 2020 | $3,572,000 | +4.0% | 62,823 | +3.1% | 0.94% | -5.6% |
| Q2 2020 | $3,434,000 | +3.2% | 60,932 | +0.2% | 1.00% | -16.3% |
| Q1 2020 | $3,329,000 | +10.9% | 60,832 | +19.6% | 1.19% | +28.7% |
| Q4 2019 | $3,001,000 | +149.3% | 50,869 | +136.9% | 0.93% | +88.4% |
| Q4 2018 | $1,204,000 | +6.8% | 21,477 | +7.2% | 0.49% | +25.8% |
| Q3 2018 | $1,127,000 | +21.8% | 20,037 | +22.4% | 0.39% | +11.4% |
| Q2 2018 | $925,000 | – | 16,370 | – | 0.35% | – |
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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% |