SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 127 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $222,222 | -3.5% | 8,910 | -3.1% | 0.06% | -13.4% |
Q1 2023 | $230,353 | -21.2% | 9,199 | +54.1% | 0.07% | -28.7% |
Q4 2022 | $292,398 | -8.3% | 5,971 | -8.9% | 0.09% | -13.0% |
Q3 2022 | $319,000 | -5.9% | 6,553 | -0.6% | 0.11% | 0.0% |
Q2 2022 | $339,000 | -7.4% | 6,592 | -0.6% | 0.11% | +8.0% |
Q1 2022 | $366,000 | -8.0% | 6,632 | +0.2% | 0.10% | -8.3% |
Q4 2021 | $398,000 | +0.5% | 6,621 | +0.4% | 0.11% | -8.4% |
Q3 2021 | $396,000 | -1.0% | 6,597 | +0.2% | 0.12% | +9.2% |
Q2 2021 | $400,000 | +0.5% | 6,581 | -1.8% | 0.11% | +31.3% |
Q1 2021 | $398,000 | +0.8% | 6,702 | +0.1% | 0.08% | -5.7% |
Q4 2020 | $395,000 | +4.5% | 6,696 | +0.9% | 0.09% | -9.3% |
Q3 2020 | $378,000 | 0.0% | 6,639 | -1.0% | 0.10% | +7.8% |
Q2 2020 | $378,000 | +3.0% | 6,706 | +0.0% | 0.09% | -16.7% |
Q1 2020 | $367,000 | -11.4% | 6,703 | -4.6% | 0.11% | +3.8% |
Q4 2019 | $414,000 | -0.7% | 7,025 | +0.1% | 0.10% | -8.8% |
Q3 2019 | $417,000 | +13.3% | 7,021 | +11.5% | 0.11% | +7.5% |
Q2 2019 | $368,000 | +2.8% | 6,297 | +1.1% | 0.11% | -6.2% |
Q1 2019 | $358,000 | +17.0% | 6,228 | +14.3% | 0.11% | -6.6% |
Q4 2018 | $306,000 | +15.0% | 5,450 | +15.2% | 0.12% | +27.4% |
Q3 2018 | $266,000 | -7.0% | 4,730 | -6.7% | 0.10% | -12.8% |
Q2 2018 | $286,000 | -4.7% | 5,071 | -5.9% | 0.11% | -14.8% |
Q1 2018 | $300,000 | +15.4% | 5,387 | +15.2% | 0.13% | +18.5% |
Q4 2017 | $260,000 | – | 4,675 | – | 0.11% | – |
Download |
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% |