SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 274 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,191,329 | +1806.6% | 165,665 | +1695.0% | 0.18% | +1246.2% |
| Q3 2023 | $219,835 | -56.3% | 9,229 | -54.0% | 0.01% | -51.9% |
| Q1 2023 | $502,803 | -26.6% | 20,080 | +43.6% | 0.03% | -30.8% |
| Q4 2022 | $684,552 | +70.7% | 13,979 | +67.0% | 0.04% | +44.4% |
| Q3 2022 | $401,000 | -62.9% | 8,371 | -60.3% | 0.03% | -65.4% |
| Q2 2022 | $1,082,000 | +101.9% | 21,066 | +116.9% | 0.08% | +100.0% |
| Q1 2022 | $536,000 | – | 9,714 | – | 0.04% | – |
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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% |