SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 417 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $342,000 | -46.6% | 7,328 | -44.9% | 0.08% | -40.6% |
| Q4 2021 | $641,000 | +1.3% | 13,300 | +3.5% | 0.13% | +3.2% |
| Q3 2021 | $633,000 | -0.8% | 12,850 | 0.0% | 0.12% | -2.4% |
| Q2 2021 | $638,000 | +2.1% | 12,850 | +1.9% | 0.13% | -2.3% |
| Q1 2021 | $625,000 | -41.5% | 12,608 | -41.2% | 0.13% | -46.1% |
| Q4 2020 | $1,068,000 | +0.1% | 21,429 | 0.0% | 0.24% | -7.3% |
| Q3 2020 | $1,067,000 | – | 21,429 | – | 0.26% | – |
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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% |