SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 265 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $214,380 | -4.8% | 9,000 | 0.0% | 0.05% | -3.7% |
Q2 2023 | $225,090 | -0.1% | 9,000 | 0.0% | 0.05% | -5.3% |
Q1 2023 | $225,360 | +2.3% | 9,000 | +100.0% | 0.06% | -5.0% |
Q4 2022 | $220,365 | +2.0% | 4,500 | 0.0% | 0.06% | -4.8% |
Q3 2022 | $216,000 | -6.5% | 4,500 | 0.0% | 0.06% | -4.5% |
Q2 2022 | $231,000 | -6.9% | 4,500 | 0.0% | 0.07% | +4.8% |
Q1 2022 | $248,000 | -8.1% | 4,500 | 0.0% | 0.06% | -6.0% |
Q4 2021 | $270,000 | 0.0% | 4,500 | 0.0% | 0.07% | -6.9% |
Q3 2021 | $270,000 | -1.5% | 4,500 | 0.0% | 0.07% | -4.0% |
Q2 2021 | $274,000 | +2.6% | 4,500 | 0.0% | 0.08% | -8.5% |
Q1 2021 | $267,000 | +0.8% | 4,500 | 0.0% | 0.08% | -3.5% |
Q4 2020 | $265,000 | +3.5% | 4,500 | 0.0% | 0.08% | -4.5% |
Q3 2020 | $256,000 | +0.8% | 4,500 | 0.0% | 0.09% | -4.3% |
Q2 2020 | $254,000 | +3.3% | 4,500 | 0.0% | 0.09% | -9.7% |
Q1 2020 | $246,000 | -7.5% | 4,500 | 0.0% | 0.10% | +5.1% |
Q4 2019 | $266,000 | -0.4% | 4,500 | 0.0% | 0.10% | -8.4% |
Q3 2019 | $267,000 | +1.5% | 4,500 | 0.0% | 0.11% | -2.7% |
Q2 2019 | $263,000 | +1.5% | 4,500 | 0.0% | 0.11% | -7.6% |
Q1 2019 | $259,000 | +2.8% | 4,500 | 0.0% | 0.12% | -13.8% |
Q4 2018 | $252,000 | -0.4% | 4,500 | 0.0% | 0.14% | +7.0% |
Q3 2018 | $253,000 | -0.4% | 4,500 | 0.0% | 0.13% | -7.2% |
Q2 2018 | $254,000 | +1.2% | 4,500 | 0.0% | 0.14% | -3.5% |
Q1 2018 | $251,000 | +0.4% | 4,500 | 0.0% | 0.14% | 0.0% |
Q4 2017 | $250,000 | – | 4,500 | – | 0.14% | – |
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% |