SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 424 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,244,512 | -4.1% | 26,920 | -2.4% | 0.05% | 0.0% |
| Q2 2023 | $1,297,968 | -25.7% | 27,587 | -24.9% | 0.05% | -26.8% |
| Q1 2023 | $1,746,226 | +9.1% | 36,724 | +7.8% | 0.07% | +10.9% |
| Q4 2022 | $1,600,421 | +215.7% | 34,066 | +209.9% | 0.06% | +178.3% |
| Q3 2022 | $507,000 | -89.2% | 10,993 | -89.0% | 0.02% | -88.6% |
| Q2 2022 | $4,715,000 | +49.1% | 99,765 | +49.3% | 0.20% | +59.5% |
| Q1 2022 | $3,162,000 | +1343.8% | 66,806 | +1399.2% | 0.13% | +1300.0% |
| Q4 2021 | $219,000 | -58.3% | 4,456 | -59.3% | 0.01% | -83.9% |
| Q4 2016 | $525,000 | – | 10,955 | – | 0.06% | – |
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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% |