SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 274 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 5.56 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,037,087 | -6.2% | 40,766 | -5.3% | 0.27% | -2.5% |
| Q1 2024 | $1,106,006 | -14.4% | 43,052 | -15.7% | 0.28% | -24.1% |
| Q4 2023 | $1,292,299 | +84.5% | 51,079 | +73.7% | 0.37% | +71.6% |
| Q3 2023 | $700,260 | -0.9% | 29,398 | +4.1% | 0.22% | +0.9% |
| Q2 2023 | $706,583 | +0.4% | 28,252 | +0.6% | 0.21% | -2.7% |
| Q1 2023 | $703,424 | +2.3% | 28,092 | +100.0% | 0.22% | -4.8% |
| Q4 2022 | $687,833 | – | 14,046 | – | 0.23% | – |
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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% |