HYMB β€” SPDR SER TR

Ownership history in BridgePort Financial Solutions, LLC  Β·  4 quarters on record

AI Ownership Summary

BridgePort Financial Solutions, LLC reported SPDR SER TR (HYMB) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.47% in 2024 Q4. The latest visible filing shows HYMB at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BridgePort Financial Solutions, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HYMB was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BridgePort Financial Solutions, LLC held HYMB β€” position size vs. price
% of Fund (quarterly)    HYMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 14,152 +153 +1.1% 0.09% $353K 2025-11-06 $24.67
2025 Q2 REDUCED 13,999 -25,676 -64.7% 0.12% $347K 2025-07-22 $23.46
2025 Q1 ADDED 39,675 +76 +0.2% 0.45% $1.0M 2025-04-23 $23.35
2024 Q4 INITIATED 39,599 β€” β€” 0.47% $1.0M 2025-02-28 $24.70

FAQ About BridgePort Financial Solutions, LLC and HYMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has BridgePort Financial Solutions, LLC reported owning HYMB?

BridgePort Financial Solutions, LLC reported HYMB across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported HYMB position in BridgePort Financial Solutions, LLC's portfolio?

The largest reported portfolio weight for HYMB was 0.47% in 2024 Q4.

What is the latest reported HYMB position on this page?

The most recent filing on this page is 2025 Q3, when BridgePort Financial Solutions, LLC reported 14,152 shares, equal to 0.09% of portfolio, with an estimated market value of $353K.

What does the chart on this HYMB ownership page compare?

The chart compares BridgePort Financial Solutions, LLC's quarterly HYMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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