SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 327 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 36.50 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $223,220 | -40.3% | 8,774 | -39.7% | 0.01% | -46.7% |
| Q1 2024 | $373,969 | -4.2% | 14,557 | -5.7% | 0.02% | -11.8% |
| Q4 2023 | $390,492 | -80.8% | 15,434 | -81.9% | 0.02% | -83.5% |
| Q3 2023 | $2,036,723 | +3.8% | 85,505 | +9.0% | 0.10% | +1.0% |
| Q2 2023 | $1,961,254 | +1.8% | 78,419 | +1.9% | 0.10% | -7.3% |
| Q1 2023 | $1,926,353 | +643.8% | 76,931 | +1324.1% | 0.11% | +450.0% |
| Q3 2022 | $259,000 | -24.7% | 5,402 | -19.4% | 0.02% | -33.3% |
| Q2 2022 | $344,000 | +11.0% | 6,701 | +19.1% | 0.03% | +30.4% |
| Q1 2022 | $310,000 | -1.9% | 5,627 | +6.8% | 0.02% | 0.0% |
| Q4 2021 | $316,000 | +38.0% | 5,267 | +37.8% | 0.02% | +21.1% |
| Q3 2021 | $229,000 | +22800.0% | 3,823 | +31758.3% | 0.02% | – |
| Q1 2018 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 12 | – | 0.00% | – |
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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% |