SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 271 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,127,734 | -4.8% | 47,344 | 0.0% | 0.19% | -6.0% |
| Q2 2023 | $1,184,075 | +6.2% | 47,344 | +107.9% | 0.20% | -8.6% |
| Q4 2022 | $1,115,292 | +2.2% | 22,775 | 0.0% | 0.22% | -0.5% |
| Q3 2022 | $1,091,000 | +59.5% | 22,775 | +71.0% | 0.22% | +62.5% |
| Q2 2022 | $684,000 | +44.6% | 13,322 | +55.3% | 0.14% | +70.0% |
| Q1 2022 | $473,000 | +105.7% | 8,576 | +124.0% | 0.08% | +110.5% |
| Q4 2021 | $230,000 | – | 3,829 | – | 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% |