SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 223 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,862,151 | +6.3% | 246,102 | +11.6% | 3.50% | +6.6% |
| Q2 2023 | $5,516,337 | +12.9% | 220,565 | +13.0% | 3.28% | +6.5% |
| Q1 2023 | $4,887,912 | +45.6% | 195,204 | +184.7% | 3.08% | +39.6% |
| Q4 2022 | $3,357,881 | +5.1% | 68,570 | +2.8% | 2.21% | -2.5% |
| Q3 2022 | $3,196,000 | +0.6% | 66,693 | +7.9% | 2.26% | +8.5% |
| Q2 2022 | $3,176,000 | -1.8% | 61,809 | +14.8% | 2.08% | +17.7% |
| Q4 2021 | $3,235,000 | +2.9% | 53,842 | -5.6% | 1.77% | -2.3% |
| Q1 2021 | $3,145,000 | – | 57,031 | – | 1.81% | – |
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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% |