SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 397 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $84,767 | -43.1% | 1,834 | -42.1% | 0.00% | -33.3% |
Q2 2023 | $149,069 | -1.1% | 3,169 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $150,653 | +1.2% | 3,169 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $148,846 | +1.9% | 3,169 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $146,000 | -2.7% | 3,169 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $150,000 | 0.0% | 3,169 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $150,000 | -3.8% | 3,169 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $156,000 | -0.6% | 3,169 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $157,000 | 0.0% | 3,169 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $157,000 | 0.0% | 3,169 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $157,000 | -0.6% | 3,169 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $158,000 | 0.0% | 3,169 | 0.0% | 0.00% | -25.0% |
Q3 2020 | $158,000 | 0.0% | 3,169 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $158,000 | +1.9% | 3,169 | 0.0% | 0.00% | -20.0% |
Q1 2020 | $155,000 | +80.2% | 3,169 | +80.5% | 0.01% | +150.0% |
Q4 2019 | $86,000 | -36.8% | 1,756 | -36.5% | 0.00% | -50.0% |
Q3 2019 | $136,000 | +0.7% | 2,767 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $135,000 | +0.7% | 2,767 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $134,000 | +0.8% | 2,767 | 0.0% | 0.00% | -20.0% |
Q4 2018 | $133,000 | +0.8% | 2,767 | 0.0% | 0.01% | +25.0% |
Q3 2018 | $132,000 | -0.8% | 2,767 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $133,000 | +0.8% | 2,767 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $132,000 | -0.8% | 2,767 | 0.0% | 0.00% | -20.0% |
Q4 2017 | $133,000 | -0.7% | 2,767 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $134,000 | -12.4% | 2,767 | -12.5% | 0.01% | -16.7% |
Q2 2017 | $153,000 | -16.8% | 3,164 | -16.6% | 0.01% | -14.3% |
Q1 2017 | $184,000 | +13.6% | 3,792 | +12.4% | 0.01% | 0.0% |
Q4 2016 | $162,000 | +1.9% | 3,373 | +3.9% | 0.01% | 0.0% |
Q3 2016 | $159,000 | 0.0% | 3,247 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $159,000 | -13.1% | 3,247 | -13.6% | 0.01% | -12.5% |
Q1 2016 | $183,000 | – | 3,758 | – | 0.01% | – |
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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% |