SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 206 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $578,326 | +3.4% | 24,279 | +8.6% | 0.24% | +6.1% |
| Q2 2023 | $559,149 | -6.3% | 22,357 | -6.2% | 0.23% | -13.8% |
| Q1 2023 | $596,979 | -11.5% | 23,841 | +73.0% | 0.27% | -20.9% |
| Q4 2022 | $674,758 | +46.7% | 13,779 | +43.7% | 0.34% | +32.9% |
| Q3 2022 | $460,000 | -22.0% | 9,592 | -16.5% | 0.26% | -29.0% |
| Q2 2022 | $590,000 | +27.4% | 11,492 | +36.8% | 0.36% | +34.0% |
| Q1 2022 | $463,000 | +54.8% | 8,403 | +71.0% | 0.27% | +30.1% |
| Q2 2021 | $299,000 | -11.0% | 4,915 | -13.1% | 0.21% | -30.2% |
| Q1 2021 | $336,000 | -0.3% | 5,655 | -1.0% | 0.30% | -5.1% |
| Q4 2020 | $337,000 | – | 5,711 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Value Monitoring, Inc. | 63,025 | $3,833,000 | 16.53% |
| Private Ocean, LLC | 1,369,856 | $83,315,000 | 10.91% |
| Tradewinds Capital Management, LLC | 457,375 | $27,818,000 | 5.10% |
| Beta Wealth Group, Inc. | 82,374 | $5,010,000 | 3.49% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 102,056 | $6,181,000 | 3.36% |
| Sound Financial Strategies Group, LLC | 96,206 | $5,851,000 | 2.92% |
| RIVERSEDGE ADVISORS, LLC | 121,946 | $7,417,000 | 2.71% |
| 1900 WEALTH MANAGEMENT LLC | 257,059 | $15,635,000 | 1.50% |
| Avidian Wealth Solutions, LLC | 297,860 | $18,116,000 | 1.39% |
| Veery Capital, LLC | 34,231 | $2,082,000 | 1.21% |