SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 453 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,177 | -1.7% | 5,152 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $242,402 | -1.1% | 5,152 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $244,978 | +1.2% | 5,152 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $242,041 | +2.1% | 5,152 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $237,000 | -2.5% | 5,152 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $243,000 | -29.8% | 5,152 | -29.4% | 0.01% | -15.4% |
| Q1 2022 | $346,000 | -3.6% | 7,302 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $359,000 | -0.3% | 7,302 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $360,000 | -0.8% | 7,302 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $363,000 | +0.3% | 7,302 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $362,000 | – | 7,302 | – | 0.02% | – |
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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% |