SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 225 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $662,828 | -59.8% | 25,801 | -60.4% | 0.02% | -63.4% |
| Q4 2023 | $1,648,574 | -66.4% | 65,161 | -35.0% | 0.04% | -77.6% |
| Q4 2022 | $4,908,876 | -0.5% | 100,243 | +12.0% | 0.18% | +4.0% |
| Q1 2022 | $4,934,000 | +1819.8% | 89,473 | +1985.6% | 0.18% | +1660.0% |
| Q3 2021 | $257,000 | +0.8% | 4,290 | +2.1% | 0.01% | 0.0% |
| Q2 2021 | $255,000 | -92.7% | 4,200 | -93.2% | 0.01% | -97.1% |
| Q4 2018 | $3,471,000 | -46.0% | 61,897 | -46.1% | 0.35% | -53.0% |
| Q4 2016 | $6,433,000 | – | 114,942 | – | 0.74% | – |
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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% |