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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Value Monitoring, Inc. | 63,025 | $3,833,000 | 16.53% |
| Private Ocean, LLC | 1,369,856 | $83,315,000 | 10.91% |
| Tradewinds Capital Management, LLC | 457,375 | $27,818,000 | 5.10% |
| Beta Wealth Group, Inc. | 82,374 | $5,010,000 | 3.49% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 102,056 | $6,181,000 | 3.36% |
| Sound Financial Strategies Group, LLC | 96,206 | $5,851,000 | 2.92% |
| RIVERSEDGE ADVISORS, LLC | 121,946 | $7,417,000 | 2.71% |
| 1900 WEALTH MANAGEMENT LLC | 257,059 | $15,635,000 | 1.50% |
| Avidian Wealth Solutions, LLC | 297,860 | $18,116,000 | 1.39% |
| Veery Capital, LLC | 34,231 | $2,082,000 | 1.21% |