SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 467 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $9,935,000 | +10.9% | 201,120 | +11.3% | 2.01% | +7.5% |
| Q2 2021 | $8,956,000 | +0.6% | 180,710 | +0.6% | 1.87% | -7.1% |
| Q1 2021 | $8,903,000 | +1.7% | 179,631 | +2.2% | 2.01% | -8.1% |
| Q4 2020 | $8,754,000 | +11.6% | 175,819 | +11.8% | 2.19% | -3.1% |
| Q3 2020 | $7,842,000 | +27.7% | 157,253 | +27.7% | 2.26% | +14.0% |
| Q2 2020 | $6,141,000 | +6.1% | 123,137 | +4.0% | 1.98% | -14.7% |
| Q1 2020 | $5,790,000 | +43.8% | 118,415 | +44.4% | 2.32% | +54.3% |
| Q4 2019 | $4,026,000 | – | 81,988 | – | 1.50% | – |
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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% |