SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 254 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.66 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $755,691 | -7.4% | 29,245 | -8.0% | 0.03% | 0.0% |
| Q1 2024 | $816,248 | +1.5% | 31,773 | -0.0% | 0.03% | -20.9% |
| Q4 2023 | $803,883 | +6.6% | 31,774 | -2.3% | 0.04% | -6.5% |
| Q3 2023 | $754,074 | -95.8% | 32,531 | -95.4% | 0.05% | -94.3% |
| Q2 2023 | $17,806,047 | +6.4% | 713,955 | +6.3% | 0.80% | -48.6% |
| Q1 2023 | $16,734,010 | +3.9% | 671,779 | +6.5% | 1.56% | -4.0% |
| Q4 2022 | $16,106,810 | +16.5% | 630,897 | +114.9% | 1.63% | +5.9% |
| Q3 2022 | $13,824,000 | +34.8% | 293,510 | +53.7% | 1.54% | +17.4% |
| Q1 2022 | $10,258,000 | – | 191,023 | – | 1.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,979,163 | $49,558,234 | 6.59% |
| Erickson Financial Group, LLC | 157,240 | $3,937,290 | 3.91% |
| Orcam Financial Group | 111,372 | $2,789 | 3.87% |
| Revolve Wealth Partners, LLC | 525,070 | $13,147,760 | 3.34% |
| Collaborative Wealth Managment Inc. | 195,204 | $4,887,912 | 3.08% |
| Running Point Capital Advisors, LLC | 175,350 | $4,390,764 | 2.66% |
| Avantax Planning Partners, Inc. | 2,539,961 | $63,600,631 | 2.58% |
| High Net Worth Advisory Group LLC | 192,127 | $4,810,878 | 1.96% |
| Parkside Investments, LLC | 389,553 | $9,754,407 | 1.84% |
| Jordan Park Group LLC | 1,111,940 | $27,842,978 | 1.82% |