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 | $204,232 | -46.3% | 8,028 | -45.8% | 0.10% | -51.0% |
| Q1 2024 | $380,238 | +1.5% | 14,801 | 0.0% | 0.21% | -10.3% |
| Q4 2023 | $374,465 | +77.5% | 14,801 | +67.1% | 0.23% | +54.7% |
| Q3 2023 | $211,021 | -4.8% | 8,859 | 0.0% | 0.15% | -3.8% |
| Q2 2023 | $221,564 | -0.1% | 8,859 | 0.0% | 0.16% | 0.0% |
| Q1 2023 | $221,829 | -17.3% | 8,859 | +61.7% | 0.16% | -27.8% |
| Q4 2022 | $268,356 | -10.3% | 5,480 | -12.3% | 0.22% | -23.4% |
| Q3 2022 | $299,308 | +16.2% | 6,246 | +24.6% | 0.28% | +12.4% |
| Q2 2022 | $257,568 | +25.1% | 5,013 | +34.3% | 0.25% | +34.9% |
| Q1 2022 | $205,820 | -20.6% | 3,732 | -13.5% | 0.19% | -25.6% |
| Q4 2021 | $259,305 | – | 4,316 | – | 0.25% | – |
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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% |