SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 254 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 2024 | $4,204,825 | +1.5% | 165,284 | +2.5% | 3.21% | -1.3% |
| Q1 2024 | $4,141,485 | -6.8% | 161,210 | -8.2% | 3.25% | -12.0% |
| Q4 2023 | $4,442,275 | +19.5% | 175,584 | +12.5% | 3.69% | +6.2% |
| Q3 2023 | $3,718,183 | -4.4% | 156,095 | +0.4% | 3.48% | -1.4% |
| Q2 2023 | $3,888,630 | -1.2% | 155,483 | -1.1% | 3.53% | -9.7% |
| Q1 2023 | $3,937,290 | +1.3% | 157,240 | +98.2% | 3.91% | -7.1% |
| Q4 2022 | $3,885,329 | +15.0% | 79,341 | +12.5% | 4.20% | +11.9% |
| Q3 2022 | $3,380,000 | -5.7% | 70,534 | +1.1% | 3.76% | -2.1% |
| Q2 2022 | $3,583,000 | -8.4% | 69,742 | -1.7% | 3.84% | +9.1% |
| Q1 2022 | $3,912,000 | -7.2% | 70,925 | +1.1% | 3.52% | -3.1% |
| Q4 2021 | $4,216,000 | – | 70,181 | – | 3.63% | – |
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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% |