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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Opal Wealth Advisors, LLC | 1,004,803 | $47,778,375 | 27.90% |
| Biltmore Wealth Management, LLC | 682,672 | $32,461,035 | 13.08% |
| Quent Capital, LLC | 552,651 | $26,278,531 | 4.48% |
| Ackerman Capital Advisors, LLC | 339,390 | $16,137,995 | 4.18% |
| Axiom Financial Strategies, LLC | 151,557 | $7,206,554 | 4.01% |
| Alaska Wealth Advisors | 450,253 | $21,409,530 | 3.58% |
| AUA CAPITAL MANAGEMENT, LLC | 105,681 | $5,025,132 | 3.39% |
| ALTFEST L J & CO INC | 450,757 | $21,433 | 3.36% |
| Smart Money Group LLC | 122,221 | $5,771,292 | 2.90% |
| Wealth CMT | 48,771 | $2,319 | 2.58% |