SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 251 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,471,828 | $88,427,000 | 10.35% |
| Orcam Financial Group | 71,708 | $4,308,000 | 5.90% |
| Thrive Wealth Management, LLC | 193,083 | $11,600,000 | 3.96% |
| Beta Wealth Group, Inc. | 91,232 | $5,469,000 | 3.94% |
| Revolve Wealth Partners, LLC | 225,845 | $13,569,000 | 3.90% |
| Erickson Financial Group, LLC | 70,181 | $4,216,000 | 3.63% |
| BIVIN & ASSOCIATES, INC. | 64,404 | $3,869,000 | 3.38% |
| Value Monitoring, Inc. | 10,027 | $602,000 | 2.77% |
| RIVERSEDGE ADVISORS, LLC | 120,851 | $7,261,000 | 2.30% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 60,000 | $3,600,000 | 2.24% |