SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 417 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $428,368 | +57.9% | 9,266 | +60.7% | 0.02% | +72.7% |
Q2 2023 | $271,291 | -1.1% | 5,766 | -0.0% | 0.01% | -8.3% |
Q1 2023 | $274,204 | +1.2% | 5,767 | 0.0% | 0.01% | -7.7% |
Q4 2022 | $270,916 | +1.8% | 5,767 | 0.0% | 0.01% | -7.1% |
Q3 2022 | $266,000 | -2.6% | 5,767 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $273,000 | 0.0% | 5,767 | 0.0% | 0.01% | +27.3% |
Q1 2022 | $273,000 | -3.9% | 5,767 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $284,000 | -0.4% | 5,767 | 0.0% | 0.01% | -15.4% |
Q3 2021 | $285,000 | -0.3% | 5,767 | +0.0% | 0.01% | -7.1% |
Q2 2021 | $286,000 | 0.0% | 5,766 | 0.0% | 0.01% | -6.7% |
Q1 2021 | $286,000 | -0.3% | 5,766 | 0.0% | 0.02% | -11.8% |
Q4 2020 | $287,000 | -0.3% | 5,766 | 0.0% | 0.02% | -15.0% |
Q3 2020 | $288,000 | 0.0% | 5,766 | 0.0% | 0.02% | -9.1% |
Q2 2020 | $288,000 | +2.1% | 5,766 | 0.0% | 0.02% | -15.4% |
Q1 2020 | $282,000 | -24.4% | 5,766 | -24.1% | 0.03% | -16.1% |
Q4 2019 | $373,000 | +85.6% | 7,600 | +85.4% | 0.03% | +63.2% |
Q3 2019 | $201,000 | – | 4,100 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Opal Wealth Advisors, LLC | 1,004,803 | $47,778,375 | 27.90% |
Biltmore Wealth Management, LLC | 682,672 | $32,461,035 | 13.08% |
Quent Capital, LLC | 552,651 | $26,278,531 | 4.48% |
Ackerman Capital Advisors, LLC | 339,390 | $16,137,995 | 4.18% |
Axiom Financial Strategies, LLC | 151,557 | $7,206,554 | 4.01% |
Alaska Wealth Advisors | 450,253 | $21,409,530 | 3.58% |
AUA CAPITAL MANAGEMENT, LLC | 105,681 | $5,025,132 | 3.39% |
ALTFEST L J & CO INC | 450,757 | $21,433 | 3.36% |
Smart Money Group LLC | 122,221 | $5,771,292 | 2.90% |
Wealth CMT | 48,771 | $2,319 | 2.58% |