SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 251 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,650,897 | -13.0% | 69,805 | -8.3% | 0.17% | -18.1% |
| Q2 2023 | $1,897,192 | -27.4% | 76,131 | -26.5% | 0.20% | -40.9% |
| Q1 2023 | $2,612,404 | -13.7% | 103,626 | +70.7% | 0.34% | -23.8% |
| Q4 2022 | $3,027,652 | +176.5% | 60,723 | +165.8% | 0.45% | +105.9% |
| Q3 2022 | $1,095,000 | -21.8% | 22,844 | -16.2% | 0.22% | -27.2% |
| Q2 2022 | $1,400,000 | -19.7% | 27,245 | -13.9% | 0.30% | -22.4% |
| Q1 2022 | $1,743,000 | +35.6% | 31,645 | +46.6% | 0.39% | -1.8% |
| Q4 2021 | $1,285,000 | – | 21,582 | – | 0.40% | – |
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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% |