SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 1,266,258 | $60,679,000 | 9.56% |
| Orcam Financial Group | 69,072 | $3,310,000 | 5.62% |
| Pinnacle Wealth Planning Services, Inc. | 600,000 | $28,752,000 | 5.32% |
| Erickson Financial Group, LLC | 70,534 | $3,380,000 | 3.76% |
| Revolve Wealth Partners, LLC | 184,372 | $8,835,000 | 2.95% |
| Avantax Planning Partners, Inc. | 1,125,487 | $53,933,000 | 2.43% |
| Collaborative Wealth Managment Inc. | 66,693 | $3,196,000 | 2.26% |
| Running Point Capital Advisors, LLC | 66,567 | $3,190,000 | 2.11% |
| Parkside Investments, LLC | 193,028 | $9,249,000 | 1.99% |
| Melone Private Wealth, LLC | 43,719 | $2,124,000 | 1.86% |