SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 470 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,135 | +103.1% | 45 | +104.5% | 0.00% | – |
| Q4 2023 | $1,051 | -99.4% | 22 | -99.5% | 0.00% | – |
| Q2 2023 | $190,364 | -82.9% | 4,046 | -82.8% | 0.00% | -100.0% |
| Q1 2023 | $1,116,094 | -81.2% | 23,472 | +18095.3% | 0.00% | – |
| Q3 2022 | $5,946,000 | -95.5% | 129 | -95.2% | 0.00% | – |
| Q4 2021 | $131,999,000 | – | 2,684 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plancorp, LLC | 2,364,145 | $113,340,000 | 32.28% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 688,402 | $33,004,000 | 26.03% |
| Premise Capital, LLC | 823,613 | $39,484,000 | 23.23% |
| Gateway Advisory, LLC | 404,522 | $19,393,000 | 6.68% |
| CMH Wealth Management LLC | 148,493 | $7,162,000 | 6.27% |
| CHATHAM CAPITAL GROUP, INC. | 445,840 | $21,374,000 | 6.24% |
| Johnson Financial Group, LLC | 127,230 | $6,099,000 | 4.88% |
| Karpus Management, Inc. | 1,731,728 | $83,019,000 | 4.77% |
| GenTrust, LLC | 459,386 | $22,030,000 | 4.42% |
| Wealthcare Advisory Partners LLC | 121,371 | $5,819,000 | 3.44% |