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 | $701,474 | +85.0% | 30,016 | +98.0% | 0.22% | +82.6% |
| Q2 2023 | $379,227 | +0.2% | 15,163 | +0.4% | 0.12% | -17.1% |
| Q1 2023 | $378,304 | +77.6% | 15,108 | +247.4% | 0.15% | +65.9% |
| Q4 2022 | $212,971 | -61.1% | 4,349 | -62.0% | 0.09% | -64.5% |
| Q3 2022 | $548,000 | -4.7% | 11,437 | +9.7% | 0.25% | +8.3% |
| Q1 2022 | $575,000 | – | 10,426 | – | 0.23% | – |
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% |