SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 251 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,785 | -4.7% | 14,055 | +0.1% | 0.01% | -14.3% |
| Q2 2023 | $351,265 | +24.2% | 14,045 | +24.4% | 0.01% | +16.7% |
| Q1 2023 | $282,752 | +6.8% | 11,292 | +108.9% | 0.01% | +9.1% |
| Q4 2022 | $264,732 | +2.2% | 5,406 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $259,000 | -6.8% | 5,406 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $278,000 | -14.5% | 5,406 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $325,000 | – | 5,406 | – | 0.01% | – |
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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% |