SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 327 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 36.50 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $962,294 | -30.3% | 37,826 | -29.6% | 0.00% | 0.0% |
| Q1 2024 | $1,380,632 | -2.8% | 53,742 | -4.2% | 0.00% | 0.0% |
| Q4 2023 | $1,419,811 | -13.3% | 56,119 | -18.4% | 0.00% | -50.0% |
| Q3 2023 | $1,637,387 | +1.0% | 68,740 | +6.0% | 0.00% | 0.0% |
| Q2 2023 | $1,621,148 | +1.1% | 64,820 | +1.2% | 0.00% | 0.0% |
| Q1 2023 | $1,603,562 | -32.0% | 64,040 | +33.0% | 0.00% | -33.3% |
| Q4 2022 | $2,357,171 | +334.9% | 48,135 | +325.3% | 0.00% | +200.0% |
| Q3 2022 | $542,000 | -2.9% | 11,317 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $558,000 | – | 10,868 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,467,568 | $80,936,000 | 10.10% |
| Orcam Financial Group | 62,181 | $3,429,000 | 4.89% |
| Erickson Financial Group, LLC | 70,925 | $3,912,000 | 3.52% |
| BIVIN & ASSOCIATES, INC. | 62,260 | $3,434,000 | 3.13% |
| Revolve Wealth Partners, LLC | 196,513 | $10,838,000 | 3.13% |
| RIVERSEDGE ADVISORS, LLC | 114,313 | $6,304,000 | 2.05% |
| Melone Private Wealth, LLC | 44,846 | $2,379,000 | 1.94% |
| Avantax Planning Partners, Inc. | 830,582 | $45,807,000 | 1.82% |
| Beta Wealth Group, Inc. | 41,059 | $2,264,000 | 1.52% |
| 1900 WEALTH MANAGEMENT LLC | 283,166 | $15,617,000 | 1.48% |