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 | $10,186 | +24.3% | 400,376 | +25.5% | 0.75% | +10.1% |
| Q1 2024 | $8,195 | -24.1% | 319,002 | -25.2% | 0.68% | -13.6% |
| Q4 2023 | $10,794 | -9.0% | 426,640 | -11.1% | 0.79% | -8.7% |
| Q3 2023 | $11,859 | +6.6% | 479,716 | +8.0% | 0.87% | -33.1% |
| Q2 2023 | $11,122 | +204.7% | 444,046 | +204.6% | 1.30% | +177.6% |
| Q1 2023 | $3,650 | -99.9% | 145,782 | +116.6% | 0.47% | +3.5% |
| Q4 2022 | $3,296,420 | +6.9% | 67,315 | +4.6% | 0.45% | +10.8% |
| Q3 2022 | $3,084,000 | -14.6% | 64,344 | -16.3% | 0.41% | +65.2% |
| Q2 2022 | $3,612,000 | – | 76,850 | – | 0.25% | – |
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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% |