SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 215 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 5.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $337,885 | -14.5% | 13,510 | +105.4% | 0.04% | -15.4% |
| Q4 2021 | $395,000 | -1.0% | 6,578 | -1.9% | 0.05% | -3.7% |
| Q3 2021 | $399,000 | -27.8% | 6,703 | -26.2% | 0.05% | -28.9% |
| Q2 2021 | $553,000 | +2.6% | 9,088 | 0.0% | 0.08% | -5.0% |
| Q1 2021 | $539,000 | +15.7% | 9,088 | +15.0% | 0.08% | 0.0% |
| Q4 2020 | $466,000 | – | 7,905 | – | 0.08% | – |
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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% |