Jordan Park Group LLC HYMB — SPDR SER TR

Ownership history in Jordan Park Group LLC  ·  13 quarters on record

AI Ownership Summary

Jordan Park Group LLC reported SPDR SER TR (HYMB) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.98% in 2025 Q4. The latest visible filing shows HYMB at 0.98% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HYMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jordan Park Group 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 Q4

HYMB was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

HYMB stock page Jordan Park Group LLC fund profile Jordan Park Group LLC full holdings
How Jordan Park Group LLC held HYMB — position size vs. price
% of Fund (quarterly)    HYMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 680,126 +30,628 +4.7% 0.98% $17.0M 2026-02-14 (Est.) $25.06
2025 Q3 ADDED — — — 649,498 +287,089 +79.2% 0.92% $16.2M 2025-11-03 $24.62
2025 Q2 REDUCED — — — 362,409 -3,144 -0.9% 0.58% $9.0M 2025-07-31 $23.49
2025 Q1 REDUCED — — — 365,553 -1,028 -0.3% 0.67% $9.2M 2025-04-29 $23.63
2024 Q4 REDUCED — — — 366,581 -11,615 -3.1% 0.69% $9.4M 2025-02-03 $24.38
2024 Q3 REDUCED — — — 378,196 -6,543 -1.7% 0.68% $9.9M 2024-11-14 $24.27
2024 Q2 REDUCED — — — 384,739 -1,961 -0.5% 0.75% $9.8M 2024-08-07 $23.94
2024 Q1 ADDED — — — 386,700 +300,757 +349.9% 0.63% $9.9M 2024-05-10 $23.43
2023 Q4 REDUCED — — — 85,943 -1,847 -2.1% 0.15% $2.2M 2024-02-08 $22.95
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HYMB

As of 2026 Q1 — sorted by position size

Revolve Wealth Partners, LLC 3Y 3.51% QP WEALTH MANAGEMENT, LLC 3Y 2.79% Erickson Financial Group, LLC 3Y 2.74% Brady Martz Wealth Solutions, LLC 1.71% Parkside Investments, LLC 3Y 7Y 1.6% Austin Wealth Management, LLC 1.44% APS Management Group, Inc. 1.35% Melone Private Wealth, LLC 3Y 1.35% CAPITAL INSIGHT PARTNERS, LLC 3Y 7Y 1.31% Artesa Financial Group, LLC 1.29%

FAQ About Jordan Park Group 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 Jordan Park Group LLC reported owning HYMB?

Jordan Park Group LLC reported HYMB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HYMB position in Jordan Park Group LLC's portfolio?

The largest reported portfolio weight for HYMB was 0.98% in 2025 Q4.

What is the latest reported HYMB position on this page?

The most recent filing on this page is 2025 Q4, when Jordan Park Group LLC reported 680,126 shares, equal to 0.98% of portfolio, with an estimated market value of $17.0M.

What does the chart on this HYMB ownership page compare?

The chart compares Jordan Park Group 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.

How well did Jordan Park Group LLC time their HYMB position?

Based on 13F filing dates vs. subsequent HYMB price moves, Jordan Park Group LLC correctly timed 6 out of 12 reported position changes (50%).

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