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 2022 | $114,000 | -47.9% | 2,224 | -43.9% | 0.01% | -44.0% |
| Q1 2022 | $219,000 | -8.0% | 3,966 | 0.0% | 0.02% | -3.8% |
| Q4 2021 | $238,000 | 0.0% | 3,966 | 0.0% | 0.03% | -10.3% |
| Q3 2021 | $238,000 | -9.5% | 3,966 | -8.2% | 0.03% | -9.4% |
| Q2 2021 | $263,000 | +78.9% | 4,320 | +69.3% | 0.03% | +28.0% |
| Q1 2019 | $147,000 | -0.7% | 2,551 | -3.4% | 0.02% | -19.4% |
| Q4 2018 | $148,000 | -0.7% | 2,641 | 0.0% | 0.03% | +24.0% |
| Q3 2018 | $149,000 | 0.0% | 2,641 | 0.0% | 0.02% | -7.4% |
| Q2 2018 | $149,000 | -23.2% | 2,641 | -24.1% | 0.03% | -25.0% |
| Q1 2018 | $194,000 | 0.0% | 3,481 | 0.0% | 0.04% | +2.9% |
| Q4 2017 | $194,000 | – | 3,481 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 541,457 | $12,897,506 | 4.42% |
| Revolve Wealth Partners, LLC | 724,261 | $17,251,892 | 3.97% |
| Collaborative Wealth Managment Inc. | 246,102 | $5,862,151 | 3.50% |
| Erickson Financial Group, LLC | 156,095 | $3,718,183 | 3.48% |
| Private Ocean, LLC | 1,114,426 | $26,545,626 | 3.37% |
| Avantax Planning Partners, Inc. | 3,021,719 | $71,977,347 | 3.01% |
| Orcam Financial Group | 90,974 | $2,166,990 | 2.92% |
| Running Point Capital Advisors, LLC | 158,704 | $3,780,329 | 2.19% |
| QP WEALTH MANAGEMENT, LLC | 45,803 | $1,091,027 | 1.90% |
| High Net Worth Advisory Group LLC | 190,751 | $4,543,714 | 1.82% |