SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 274 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $405,131 | -8.1% | 15,770 | -9.5% | 0.00% | 0.0% |
| Q4 2023 | $441,004 | +601.8% | 17,431 | +560.8% | 0.00% | – |
| Q3 2023 | $62,837 | +90.7% | 2,638 | +189.6% | 0.00% | – |
| Q2 2023 | $32,951 | -66.0% | 911 | -54.9% | 0.00% | -100.0% |
| Q3 2022 | $97,000 | -38.2% | 2,020 | -34.0% | 0.00% | 0.0% |
| Q2 2022 | $157,000 | -71.2% | 3,062 | -69.0% | 0.00% | -80.0% |
| Q1 2022 | $545,000 | +111.2% | 9,888 | +130.1% | 0.01% | +150.0% |
| Q4 2021 | $258,000 | -96.5% | 4,298 | -96.5% | 0.00% | -97.8% |
| Q3 2021 | $7,413,000 | +0.1% | 123,660 | +1.5% | 0.09% | +10.7% |
| Q2 2021 | $7,406,000 | -6.8% | 121,774 | -9.1% | 0.08% | -33.3% |
| Q1 2021 | $7,945,000 | -44.7% | 133,904 | -45.0% | 0.13% | -38.2% |
| Q4 2020 | $14,358,000 | -27.0% | 243,405 | -29.6% | 0.20% | -27.4% |
| Q3 2020 | $19,663,000 | -21.5% | 345,811 | -22.2% | 0.28% | -23.6% |
| Q2 2020 | $25,050,000 | +260.6% | 444,470 | +250.1% | 0.37% | +29.1% |
| Q1 2020 | $6,946,000 | -5.5% | 126,938 | +1.9% | 0.28% | +23.4% |
| Q4 2019 | $7,348,000 | – | 124,542 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,467,568 | $80,936,000 | 10.10% |
| Orcam Financial Group | 62,181 | $3,429,000 | 4.89% |
| Erickson Financial Group, LLC | 70,925 | $3,912,000 | 3.52% |
| BIVIN & ASSOCIATES, INC. | 62,260 | $3,434,000 | 3.13% |
| Revolve Wealth Partners, LLC | 196,513 | $10,838,000 | 3.13% |
| RIVERSEDGE ADVISORS, LLC | 114,313 | $6,304,000 | 2.05% |
| Melone Private Wealth, LLC | 44,846 | $2,379,000 | 1.94% |
| Avantax Planning Partners, Inc. | 830,582 | $45,807,000 | 1.82% |
| Beta Wealth Group, Inc. | 41,059 | $2,264,000 | 1.52% |
| 1900 WEALTH MANAGEMENT LLC | 283,166 | $15,617,000 | 1.48% |