SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 423 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $473,000 | -3.7% | 9,990 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $491,000 | -0.6% | 9,990 | 0.0% | 0.02% | -20.8% |
| Q3 2021 | $494,000 | -0.2% | 9,990 | 0.0% | 0.02% | +4.3% |
| Q2 2021 | $495,000 | 0.0% | 9,990 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $495,000 | -0.4% | 9,990 | 0.0% | 0.02% | -8.0% |
| Q4 2020 | $497,000 | -0.2% | 9,990 | 0.0% | 0.02% | -40.5% |
| Q2 2020 | $498,000 | -17.1% | 9,990 | -18.6% | 0.04% | -42.5% |
| Q1 2020 | $601,000 | -39.2% | 12,275 | -39.1% | 0.07% | +37.7% |
| Q4 2019 | $989,000 | +100.2% | 20,150 | +100.0% | 0.05% | -11.7% |
| Q3 2019 | $494,000 | +0.2% | 10,075 | 0.0% | 0.06% | +11.1% |
| Q2 2019 | $493,000 | +1.0% | 10,075 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $488,000 | – | 10,075 | – | 0.05% | – |
Download | ||||||
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% |