SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 158 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $258,420 | +1.1% | 10,158 | 0.0% | 0.10% | -2.9% |
| Q1 2024 | $255,677 | -0.5% | 10,158 | 0.0% | 0.10% | -4.6% |
| Q4 2023 | $256,997 | -5.2% | 10,158 | -10.7% | 0.11% | -10.0% |
| Q3 2023 | $271,072 | -4.8% | 11,380 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $284,614 | -0.1% | 11,380 | 0.0% | 0.12% | -5.5% |
| Q1 2023 | $284,955 | -6.0% | 11,380 | +83.8% | 0.13% | -11.2% |
| Q4 2022 | $303,124 | -20.2% | 6,190 | -22.0% | 0.14% | -28.1% |
| Q3 2022 | $380,000 | -13.2% | 7,936 | 0.0% | 0.20% | +3.1% |
| Q2 2022 | $438,000 | 0.0% | 7,936 | 0.0% | 0.19% | 0.0% |
| Q1 2022 | $438,000 | -8.2% | 7,936 | 0.0% | 0.19% | -8.5% |
| Q4 2021 | $477,000 | +0.2% | 7,936 | 0.0% | 0.21% | -2.3% |
| Q3 2021 | $476,000 | -1.4% | 7,936 | 0.0% | 0.22% | -4.4% |
| Q2 2021 | $483,000 | +2.5% | 7,936 | 0.0% | 0.23% | -5.8% |
| Q1 2021 | $471,000 | +0.6% | 7,936 | 0.0% | 0.24% | -14.0% |
| Q4 2020 | $468,000 | +3.8% | 7,936 | 0.0% | 0.28% | -4.1% |
| Q3 2020 | $451,000 | +0.9% | 7,936 | 0.0% | 0.29% | -3.3% |
| Q2 2020 | $447,000 | -15.7% | 7,936 | -18.0% | 0.30% | -21.4% |
| Q1 2020 | $530,000 | -7.3% | 9,683 | 0.0% | 0.38% | -4.2% |
| Q4 2018 | $572,000 | – | 9,683 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,467,568 | $80,936,000 | 10.10% |
| Orcam Financial Group | 62,181 | $3,429,000 | 4.89% |
| Erickson Financial Group, LLC | 70,925 | $3,912,000 | 3.52% |
| BIVIN & ASSOCIATES, INC. | 62,260 | $3,434,000 | 3.13% |
| Revolve Wealth Partners, LLC | 196,513 | $10,838,000 | 3.13% |
| RIVERSEDGE ADVISORS, LLC | 114,313 | $6,304,000 | 2.05% |
| Melone Private Wealth, LLC | 44,846 | $2,379,000 | 1.94% |
| Avantax Planning Partners, Inc. | 830,582 | $45,807,000 | 1.82% |
| Beta Wealth Group, Inc. | 41,059 | $2,264,000 | 1.52% |
| 1900 WEALTH MANAGEMENT LLC | 283,166 | $15,617,000 | 1.48% |