HYMB — SPDR SER TR

Ownership history in CABANA LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CABANA LLC reported a position in SPDR SER TR (HYMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.68% (2023 Q4)
Avg. % of fund
5.7%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,828 -68,079 -81.1% 2.96% $395K $24.75
2024 Q1 REDUCED 83,907 -8,465 -9.2% 9.16% $2.1M $23.52
2023 Q4 ADDED 92,372 +90,485 +4795.2% 10.68% $2.3M $22.99
2020 Q2 INITIATED 1,887 — — 0.01% $106K $22.48
% of Fund (quarterly)    HYMB price (monthly, adj. close)

Other funds also holding HYMB

As of 2025 Q4 — sorted by position size

MY Wealth Management Inc. 3Y 3.19% Revolve Wealth Partners, LLC 3Y 3.12% Collaborative Wealth Managment Inc. 3Y 2.82% Erickson Financial Group, LLC 3Y 2.3% Parkside Investments, LLC 3Y 7Y 1.7% Cercano Management LLC 3Y 1.31% CAPITAL INSIGHT PARTNERS, LLC 3Y 7Y 1.31% GRIMES & Co WEALTH MANAGEMENT, LLC 3Y 7Y 1.28% Avantax Planning Partners, Inc. 3Y 7Y 1.16% Orcam Financial Group 3Y 1.14%
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