SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 182 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $216,000 | -8.1% | 3,598 | -8.1% | 0.02% | -19.2% |
Q3 2021 | $235,000 | -1.3% | 3,917 | +0.1% | 0.03% | -3.7% |
Q2 2021 | $238,000 | +2.6% | 3,914 | +0.1% | 0.03% | -10.0% |
Q1 2021 | $232,000 | +0.4% | 3,911 | +0.1% | 0.03% | -9.1% |
Q4 2020 | $231,000 | +4.1% | 3,909 | +0.1% | 0.03% | -17.5% |
Q3 2020 | $222,000 | +0.9% | 3,904 | +0.1% | 0.04% | -7.0% |
Q2 2020 | $220,000 | +3.3% | 3,901 | +0.1% | 0.04% | -12.2% |
Q1 2020 | $213,000 | -7.4% | 3,897 | +0.1% | 0.05% | +19.5% |
Q4 2019 | $230,000 | – | 3,895 | – | 0.04% | – |
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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% |