SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 462 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $452 | -12.1% | 9,779 | -10.5% | 0.02% | -12.0% |
Q2 2023 | $514 | -25.4% | 10,929 | -24.6% | 0.02% | -26.5% |
Q1 2023 | $689 | +0.1% | 14,500 | -1.0% | 0.03% | -10.5% |
Q4 2022 | $688 | -99.9% | 14,645 | -1.1% | 0.04% | 0.0% |
Q3 2022 | $682,000 | -7.2% | 14,805 | -4.8% | 0.04% | -5.0% |
Q2 2022 | $735,000 | +4.1% | 15,548 | +4.2% | 0.04% | +25.0% |
Q1 2022 | $706,000 | -2.6% | 14,918 | +1.2% | 0.03% | +3.2% |
Q4 2021 | $725,000 | -4.4% | 14,734 | -4.0% | 0.03% | -13.9% |
Q3 2021 | $758,000 | +0.1% | 15,354 | +0.5% | 0.04% | 0.0% |
Q2 2021 | $757,000 | +0.5% | 15,284 | +0.6% | 0.04% | -14.3% |
Q1 2021 | $753,000 | +5.2% | 15,200 | +5.7% | 0.04% | -33.3% |
Q4 2020 | $716,000 | +1.3% | 14,374 | +1.4% | 0.06% | -7.4% |
Q3 2020 | $707,000 | +0.6% | 14,171 | +0.5% | 0.07% | +3.0% |
Q2 2020 | $703,000 | -6.6% | 14,097 | -8.4% | 0.07% | -26.7% |
Q1 2020 | $753,000 | +30.3% | 15,396 | +30.9% | 0.09% | +76.5% |
Q4 2019 | $578,000 | +1.2% | 11,761 | +0.9% | 0.05% | -8.9% |
Q3 2019 | $571,000 | +0.2% | 11,659 | 0.0% | 0.06% | -1.8% |
Q2 2019 | $570,000 | +9.0% | 11,659 | +8.1% | 0.06% | +1.8% |
Q1 2019 | $523,000 | +1.0% | 10,785 | 0.0% | 0.06% | -15.2% |
Q4 2018 | $518,000 | – | 10,785 | – | 0.07% | – |
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% |