SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 268 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 5.56 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,881,208 | -8.2% | 78,976 | -3.5% | 0.09% | -3.2% |
| Q2 2023 | $2,048,397 | -3.2% | 81,805 | -3.2% | 0.09% | -13.0% |
| Q1 2023 | $2,115,529 | -10.9% | 84,486 | +74.3% | 0.11% | -24.5% |
| Q4 2022 | $2,374,066 | -5.8% | 48,480 | -7.8% | 0.14% | -2.1% |
| Q3 2022 | $2,520,000 | -6.3% | 52,595 | +0.5% | 0.15% | -3.3% |
| Q2 2022 | $2,689,000 | -7.3% | 52,340 | -0.5% | 0.15% | +19.8% |
| Q1 2022 | $2,901,000 | -8.3% | 52,595 | -0.2% | 0.13% | -1.6% |
| Q4 2021 | $3,165,000 | – | 52,681 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,471,828 | $88,427,000 | 10.35% |
| Orcam Financial Group | 71,708 | $4,308,000 | 5.90% |
| Thrive Wealth Management, LLC | 193,083 | $11,600,000 | 3.96% |
| Beta Wealth Group, Inc. | 91,232 | $5,469,000 | 3.94% |
| Revolve Wealth Partners, LLC | 225,845 | $13,569,000 | 3.90% |
| Erickson Financial Group, LLC | 70,181 | $4,216,000 | 3.63% |
| BIVIN & ASSOCIATES, INC. | 64,404 | $3,869,000 | 3.38% |
| Value Monitoring, Inc. | 10,027 | $602,000 | 2.77% |
| RIVERSEDGE ADVISORS, LLC | 120,851 | $7,261,000 | 2.30% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 60,000 | $3,600,000 | 2.24% |