SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 156 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,857 | -11.8% | 4,928 | -6.2% | 0.01% | 0.0% |
| Q2 2023 | $131,428 | -0.0% | 5,255 | -0.2% | 0.01% | -14.3% |
| Q1 2023 | $131,439 | -10.1% | 5,266 | +76.3% | 0.01% | -30.0% |
| Q4 2022 | $146,273 | +29.4% | 2,987 | +24.2% | 0.01% | +11.1% |
| Q3 2022 | $113,000 | -31.9% | 2,405 | -25.5% | 0.01% | -30.8% |
| Q2 2022 | $166,000 | -1.2% | 3,228 | -0.2% | 0.01% | 0.0% |
| Q1 2022 | $168,000 | +100.0% | 3,236 | +131.8% | 0.01% | +62.5% |
| Q3 2021 | $84,000 | +5.0% | 1,396 | +6.6% | 0.01% | 0.0% |
| Q2 2021 | $80,000 | +627.3% | 1,309 | +600.0% | 0.01% | +700.0% |
| Q1 2021 | $11,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | 0.0% | 187 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $11,000 | -95.0% | 187 | -95.3% | 0.00% | -95.1% |
| Q1 2020 | $219,000 | +563.6% | 4,000 | +616.8% | 0.04% | +720.0% |
| Q4 2019 | $33,000 | 0.0% | 558 | +1.3% | 0.01% | 0.0% |
| Q3 2019 | $33,000 | +3.1% | 551 | +1.1% | 0.01% | -16.7% |
| Q2 2019 | $32,000 | – | 545 | – | 0.01% | – |
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% |