HYMB — SPDR SER TR

Ownership history in SimpliFi, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which SimpliFi, Inc. 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
0.61% (2024 Q2)
Avg. % of fund
0.48%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,892 -4,953 -14.2% 0.32% $746K $24.75
2025 Q3 REDUCED 34,845 -7,537 -17.8% 0.37% $869K $24.37
2025 Q2 UNCHANGED 42,382 — 0% 0.46% $1.1M $23.94
2025 Q1 UNCHANGED 42,382 — 0% 0.49% $1.1M $24.09
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% CABANA LLC 3Y 7Y 2.96% 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%
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