SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 14 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,641 | -57.0% | 533 | -56.2% | 0.00% | -50.0% |
| Q2 2023 | $57,307 | -1.1% | 1,218 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $57,916 | +1.2% | 1,218 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $57,222 | -72.2% | 1,218 | -71.0% | 0.01% | -69.6% |
| Q4 2019 | $206,000 | +0.5% | 4,194 | 0.0% | 0.02% | -8.0% |
| Q3 2019 | $205,000 | 0.0% | 4,194 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $205,000 | +1.0% | 4,194 | 0.0% | 0.02% | -7.4% |
| Q1 2019 | $203,000 | 0.0% | 4,194 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $203,000 | 0.0% | 4,194 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $203,000 | -47.5% | 4,194 | -48.0% | 0.03% | -47.1% |
| Q2 2018 | $387,000 | +0.3% | 8,069 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $386,000 | – | 8,069 | – | 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% |