SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 259 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,847,083 | +61.1% | 190,530 | +62.7% | 1.58% | +51.4% |
| Q1 2024 | $3,008,813 | +85.2% | 117,120 | +82.4% | 1.04% | +65.1% |
| Q4 2023 | $1,624,260 | +629.3% | 64,200 | +586.6% | 0.63% | +526.7% |
| Q3 2023 | $222,717 | +102.5% | 9,350 | +337.5% | 0.10% | -9.8% |
| Q2 2022 | $110,000 | +168.3% | 2,137 | +215.2% | 0.11% | +460.0% |
| Q3 2021 | $41,000 | 0.0% | 678 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $41,000 | -43.8% | 678 | -44.8% | 0.02% | -48.8% |
| Q1 2021 | $73,000 | – | 1,228 | – | 0.04% | – |
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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% |