SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 397 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $302,000 | +1.3% | 6,175 | +0.3% | 0.05% | -5.4% |
| Q1 2019 | $298,000 | +1.0% | 6,154 | +0.2% | 0.06% | -9.7% |
| Q4 2018 | $295,000 | -30.1% | 6,139 | -30.6% | 0.06% | -17.3% |
| Q3 2018 | $422,000 | -0.5% | 8,852 | +0.2% | 0.08% | -6.2% |
| Q2 2018 | $424,000 | +32.1% | 8,833 | +31.5% | 0.08% | +6.7% |
| Q1 2018 | $321,000 | -20.0% | 6,716 | -19.8% | 0.08% | -2.6% |
| Q4 2017 | $401,000 | +7.2% | 8,374 | +8.7% | 0.08% | 0.0% |
| Q3 2017 | $374,000 | +6.9% | 7,703 | +6.6% | 0.08% | +1.3% |
| Q2 2017 | $350,000 | -7.4% | 7,225 | -7.3% | 0.08% | -16.5% |
| Q1 2017 | $378,000 | +18.5% | 7,796 | +17.2% | 0.09% | -2.2% |
| Q4 2016 | $319,000 | – | 6,654 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alaska Wealth Advisors | 759,066 | $35,091,621 | 5.59% |
| Quent Capital, LLC | 750,027 | $34,673,766 | 5.41% |
| Kades & Cheifetz LLC | 138,823 | $6,417,778 | 5.08% |
| Ackerman Capital Advisors, LLC | 332,114 | $15,353,630 | 4.28% |
| AUA CAPITAL MANAGEMENT, LLC | 102,428 | $4,735,246 | 3.42% |
| MONEYWISE, INC. | 114,736 | $5,304,238 | 3.33% |
| Leisure Capital Management | 120,703 | $5,580,100 | 3.21% |
| ALTFEST L J & CO INC | 431,256 | $19,937 | 3.14% |
| Tilson Financial Group, Inc. | 68,578 | $3,170 | 2.49% |
| DUBUQUE BANK & TRUST CO | 390,306 | $18,043,846 | 2.41% |