SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 268 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $509,514 | +25.2% | 21,390 | +31.5% | 0.04% | +27.6% |
| Q2 2023 | $406,869 | +11.9% | 16,268 | +12.0% | 0.03% | +11.5% |
| Q1 2023 | $363,705 | -14.2% | 14,525 | +67.8% | 0.03% | -18.8% |
| Q4 2022 | $423,982 | +30.5% | 8,658 | +48.1% | 0.03% | -27.3% |
| Q4 2017 | $325,000 | – | 5,846 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Value Monitoring, Inc. | 63,025 | $3,833,000 | 16.53% |
| Private Ocean, LLC | 1,369,856 | $83,315,000 | 10.91% |
| Tradewinds Capital Management, LLC | 457,375 | $27,818,000 | 5.10% |
| Beta Wealth Group, Inc. | 82,374 | $5,010,000 | 3.49% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 102,056 | $6,181,000 | 3.36% |
| Sound Financial Strategies Group, LLC | 96,206 | $5,851,000 | 2.92% |
| RIVERSEDGE ADVISORS, LLC | 121,946 | $7,417,000 | 2.71% |
| 1900 WEALTH MANAGEMENT LLC | 257,059 | $15,635,000 | 1.50% |
| Avidian Wealth Solutions, LLC | 297,860 | $18,116,000 | 1.39% |
| Veery Capital, LLC | 34,231 | $2,082,000 | 1.21% |