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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $496,000 | 0.0% | 10,000 | 0.0% | 0.16% | +6.9% |
| Q1 2021 | $496,000 | -0.4% | 10,000 | 0.0% | 0.14% | -4.0% |
| Q4 2020 | $498,000 | -0.2% | 10,000 | 0.0% | 0.15% | -9.6% |
| Q3 2020 | $499,000 | 0.0% | 10,000 | 0.0% | 0.17% | -4.0% |
| Q2 2020 | $499,000 | +2.0% | 10,000 | 0.0% | 0.17% | -13.4% |
| Q1 2020 | $489,000 | -0.4% | 10,000 | 0.0% | 0.20% | +37.7% |
| Q4 2019 | $491,000 | +0.2% | 10,000 | 0.0% | 0.15% | -5.8% |
| Q3 2019 | $490,000 | +0.2% | 10,000 | 0.0% | 0.16% | -2.5% |
| Q2 2019 | $489,000 | +0.8% | 10,000 | 0.0% | 0.16% | 0.0% |
| Q1 2019 | $485,000 | +20.0% | 10,000 | +19.0% | 0.16% | +14.4% |
| Q4 2018 | $404,000 | +12.8% | 8,400 | +12.0% | 0.14% | +40.4% |
| Q3 2018 | $358,000 | +49.2% | 7,500 | +50.0% | 0.10% | +43.5% |
| Q2 2018 | $240,000 | +0.4% | 5,000 | 0.0% | 0.07% | -1.4% |
| Q1 2018 | $239,000 | -1.6% | 5,000 | 0.0% | 0.07% | -13.6% |
| Q3 2017 | $243,000 | – | 5,000 | – | 0.08% | – |
Download | ||||||
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% |