SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 265 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,263 | -10.0% | 13,739 | -5.5% | 0.00% | 0.0% |
| Q2 2023 | $363,470 | +14.0% | 14,533 | +14.1% | 0.00% | 0.0% |
| Q1 2023 | $318,909 | +53.5% | 12,736 | +200.2% | 0.00% | – |
| Q4 2022 | $207,730 | +2.3% | 4,242 | 0.0% | 0.00% | – |
| Q3 2022 | $203,000 | +15.3% | 4,242 | +24.1% | 0.00% | – |
| Q2 2022 | $176,000 | -6.9% | 3,418 | 0.0% | 0.00% | – |
| Q1 2022 | $189,000 | +4625.0% | 3,418 | +4714.1% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | -92.9% | 71 | -92.9% | 0.00% | – |
| Q1 2018 | $56,000 | -13.8% | 998 | -14.5% | 0.00% | – |
| Q4 2017 | $65,000 | +3.2% | 1,167 | +6.5% | 0.00% | – |
| Q3 2017 | $63,000 | +117.2% | 1,096 | +115.7% | 0.00% | – |
| Q2 2017 | $29,000 | 0.0% | 508 | 0.0% | 0.00% | – |
| Q1 2017 | $29,000 | +52.6% | 508 | +49.9% | 0.00% | – |
| Q4 2016 | $19,000 | – | 339 | – | 0.00% | – |
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% |