SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 337 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $899,000 | +41.6% | 18,145 | +42.3% | 0.00% | – |
| Q4 2020 | $635,000 | +7.4% | 12,750 | +7.5% | 0.00% | – |
| Q3 2020 | $591,000 | -3.9% | 11,857 | -3.8% | 0.00% | -100.0% |
| Q2 2020 | $615,000 | +14.1% | 12,327 | +11.9% | 0.00% | 0.0% |
| Q1 2020 | $539,000 | -15.8% | 11,019 | -15.4% | 0.00% | 0.0% |
| Q4 2019 | $640,000 | -1.2% | 13,028 | -1.5% | 0.00% | 0.0% |
| Q3 2019 | $648,000 | +41.5% | 13,231 | +41.2% | 0.00% | – |
| Q2 2019 | $458,000 | +4.1% | 9,369 | +3.1% | 0.00% | – |
| Q1 2019 | $440,000 | -9.3% | 9,085 | -9.9% | 0.00% | -100.0% |
| Q4 2018 | $485,000 | – | 10,088 | – | 0.00% | – |
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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% |