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 | $1,650,897 | -13.0% | 69,805 | -8.3% | 0.17% | -18.1% |
| Q2 2023 | $1,897,192 | -27.4% | 76,131 | -26.5% | 0.20% | -40.9% |
| Q1 2023 | $2,612,404 | -13.7% | 103,626 | +70.7% | 0.34% | -23.8% |
| Q4 2022 | $3,027,652 | +176.5% | 60,723 | +165.8% | 0.45% | +105.9% |
| Q3 2022 | $1,095,000 | -21.8% | 22,844 | -16.2% | 0.22% | -27.2% |
| Q2 2022 | $1,400,000 | -19.7% | 27,245 | -13.9% | 0.30% | -22.4% |
| Q1 2022 | $1,743,000 | +35.6% | 31,645 | +46.6% | 0.39% | -1.8% |
| Q4 2021 | $1,285,000 | – | 21,582 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GRIMES & COMPANY, INC. | 549,452 | $31,374,000 | 3.34% |
| Hudock, Inc. | 84,257 | $4,811,000 | 2.25% |
| Vigilant Capital Management, LLC | 255,923 | $14,613,000 | 2.18% |
| Private Ocean, LLC | 50,889 | $2,906,000 | 1.77% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,937 | $6,848,000 | 1.58% |
| Cardan Capital Partners, LLC | 127,822 | $7,299,000 | 1.46% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 113,362 | $6,473,000 | 1.17% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 28,805 | $1,645,000 | 0.74% |
| FC Advisory LLC | 18,047 | $1,031,000 | 0.70% |
| Bouchey Financial Group Ltd | 32,701 | $1,867,000 | 0.58% |