SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 344 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $563,852 | -17.1% | 22,164 | -16.3% | 0.36% | -14.4% |
| Q1 2024 | $679,989 | -0.4% | 26,469 | -1.9% | 0.42% | -6.8% |
| Q4 2023 | $682,645 | +731.2% | 26,982 | +682.5% | 0.46% | +645.9% |
| Q3 2023 | $82,131 | -40.3% | 3,448 | -37.3% | 0.06% | -34.4% |
| Q2 2023 | $137,605 | +102.1% | 5,502 | +102.4% | 0.09% | +86.0% |
| Q1 2023 | $68,084 | – | 2,719 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,979,163 | $49,558,234 | 6.59% |
| Erickson Financial Group, LLC | 157,240 | $3,937,290 | 3.91% |
| Orcam Financial Group | 111,372 | $2,789 | 3.87% |
| Revolve Wealth Partners, LLC | 525,070 | $13,147,760 | 3.34% |
| Collaborative Wealth Managment Inc. | 195,204 | $4,887,912 | 3.08% |
| Running Point Capital Advisors, LLC | 175,350 | $4,390,764 | 2.66% |
| Avantax Planning Partners, Inc. | 2,539,961 | $63,600,631 | 2.58% |
| High Net Worth Advisory Group LLC | 192,127 | $4,810,878 | 1.96% |
| Parkside Investments, LLC | 389,553 | $9,754,407 | 1.84% |
| Jordan Park Group LLC | 1,111,940 | $27,842,978 | 1.82% |