SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,928 | -4.5% | 15,782 | +0.3% | 0.07% | 0.0% |
| Q2 2023 | $393,526 | +2710.9% | 15,735 | +6119.4% | 0.07% | +711.1% |
| Q2 2020 | $14,000 | 0.0% | 253 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $14,000 | -6.7% | 253 | 0.0% | 0.01% | +42.9% |
| Q4 2019 | $15,000 | -98.6% | 253 | -98.6% | 0.01% | -98.9% |
| Q2 2016 | $1,049,000 | +2.3% | 17,646 | -1.0% | 0.63% | -4.2% |
| Q1 2016 | $1,025,000 | +36.1% | 17,826 | +36.2% | 0.66% | +44.2% |
| Q1 2015 | $753,000 | – | 13,085 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,471,828 | $88,427,000 | 10.35% |
| Orcam Financial Group | 71,708 | $4,308,000 | 5.90% |
| Thrive Wealth Management, LLC | 193,083 | $11,600,000 | 3.96% |
| Beta Wealth Group, Inc. | 91,232 | $5,469,000 | 3.94% |
| Revolve Wealth Partners, LLC | 225,845 | $13,569,000 | 3.90% |
| Erickson Financial Group, LLC | 70,181 | $4,216,000 | 3.63% |
| BIVIN & ASSOCIATES, INC. | 64,404 | $3,869,000 | 3.38% |
| Value Monitoring, Inc. | 10,027 | $602,000 | 2.77% |
| RIVERSEDGE ADVISORS, LLC | 120,851 | $7,261,000 | 2.30% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 60,000 | $3,600,000 | 2.24% |