SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,161,346 | -4.1% | 48,755 | +0.7% | 0.38% | -2.5% |
| Q2 2023 | $1,210,398 | -11.6% | 48,397 | -11.5% | 0.39% | -17.2% |
| Q1 2023 | $1,369,375 | +50.0% | 54,687 | +193.3% | 0.48% | +33.7% |
| Q4 2022 | $913,118 | -24.3% | 18,646 | -26.0% | 0.36% | -25.4% |
| Q3 2022 | $1,207,000 | +28.0% | 25,192 | +37.2% | 0.48% | +32.1% |
| Q2 2022 | $943,000 | +154.9% | 18,362 | +173.7% | 0.36% | +184.3% |
| Q1 2022 | $370,000 | – | 6,710 | – | 0.13% | – |
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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% |