SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $976,547 | -19.3% | 40,997 | -15.2% | 0.19% | -17.5% |
| Q2 2023 | $1,209,664 | -4.5% | 48,367 | -4.4% | 0.23% | -11.4% |
| Q1 2023 | $1,266,258 | +2.5% | 50,569 | +100.4% | 0.26% | -6.7% |
| Q4 2022 | $1,235,499 | +1.4% | 25,230 | -0.7% | 0.28% | -2.1% |
| Q3 2022 | $1,218,000 | -11.4% | 25,419 | -1.5% | 0.29% | 0.0% |
| Q2 2022 | $1,375,000 | +15.1% | 25,795 | +19.1% | 0.29% | +16.5% |
| Q1 2022 | $1,195,000 | +27.9% | 21,664 | +34.0% | 0.25% | +27.2% |
| Q4 2021 | $934,000 | +6.1% | 16,169 | +10.1% | 0.20% | -2.0% |
| Q3 2021 | $880,000 | +5.1% | 14,681 | +6.7% | 0.20% | +4.2% |
| Q2 2021 | $837,000 | +18.2% | 13,763 | +16.5% | 0.19% | +11.7% |
| Q1 2021 | $708,000 | +43.9% | 11,817 | +44.5% | 0.17% | +36.8% |
| Q4 2020 | $492,000 | +95.2% | 8,178 | +84.6% | 0.12% | +45.3% |
| Q3 2020 | $252,000 | – | 4,431 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,266,258 | $60,679,000 | 9.56% |
| Orcam Financial Group | 69,072 | $3,310,000 | 5.62% |
| Pinnacle Wealth Planning Services, Inc. | 600,000 | $28,752,000 | 5.32% |
| Erickson Financial Group, LLC | 70,534 | $3,380,000 | 3.76% |
| Revolve Wealth Partners, LLC | 184,372 | $8,835,000 | 2.95% |
| Avantax Planning Partners, Inc. | 1,125,487 | $53,933,000 | 2.43% |
| Collaborative Wealth Managment Inc. | 66,693 | $3,196,000 | 2.26% |
| Running Point Capital Advisors, LLC | 66,567 | $3,190,000 | 2.11% |
| Parkside Investments, LLC | 193,028 | $9,249,000 | 1.99% |
| Melone Private Wealth, LLC | 43,719 | $2,124,000 | 1.86% |