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 | $2,370,171 | -4.6% | 99,503 | +0.2% | 1.70% | -3.3% |
| Q2 2023 | $2,484,277 | +17.2% | 99,331 | +18.0% | 1.75% | +8.3% |
| Q1 2023 | $2,120,292 | +3.8% | 84,172 | +101.9% | 1.62% | -6.5% |
| Q4 2022 | $2,041,876 | -3.9% | 41,696 | -4.6% | 1.73% | -6.7% |
| Q3 2022 | $2,124,000 | -5.6% | 43,719 | +0.5% | 1.86% | -2.8% |
| Q2 2022 | $2,251,000 | -5.4% | 43,498 | -3.0% | 1.91% | -1.7% |
| Q1 2022 | $2,379,000 | -9.3% | 44,846 | +2.7% | 1.94% | -1.6% |
| Q4 2021 | $2,622,000 | – | 43,649 | – | 1.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,266,258 | $60,679,000 | 9.56% |
| Orcam Financial Group | 69,072 | $3,310,000 | 5.62% |
| Pinnacle Wealth Planning Services, Inc. | 600,000 | $28,752,000 | 5.32% |
| Erickson Financial Group, LLC | 70,534 | $3,380,000 | 3.76% |
| Revolve Wealth Partners, LLC | 184,372 | $8,835,000 | 2.95% |
| Avantax Planning Partners, Inc. | 1,125,487 | $53,933,000 | 2.43% |
| Collaborative Wealth Managment Inc. | 66,693 | $3,196,000 | 2.26% |
| Running Point Capital Advisors, LLC | 66,567 | $3,190,000 | 2.11% |
| Parkside Investments, LLC | 193,028 | $9,249,000 | 1.99% |
| Melone Private Wealth, LLC | 43,719 | $2,124,000 | 1.86% |