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 | $1,921,160 | +2.0% | 74,406 | +0.3% | 0.12% | -12.3% |
| Q1 2024 | $1,884,053 | -6.1% | 74,205 | -6.9% | 0.14% | -15.9% |
| Q4 2023 | $2,006,889 | +21.6% | 79,733 | +14.2% | 0.16% | -1.8% |
| 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 ↓ |
|---|---|---|---|
| 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% |