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 2022 | $1,484,000 | -2.7% | 32,200 | -0.2% | 0.06% | +3.2% |
| Q2 2022 | $1,525,000 | +1.1% | 32,260 | +1.2% | 0.06% | +14.8% |
| Q1 2022 | $1,509,000 | -0.4% | 31,890 | +3.5% | 0.05% | +3.8% |
| Q4 2021 | $1,515,000 | +0.5% | 30,805 | +1.0% | 0.05% | -8.8% |
| Q3 2021 | $1,507,000 | -3.3% | 30,505 | -3.0% | 0.06% | -6.6% |
| Q2 2021 | $1,558,000 | +12.0% | 31,435 | +12.0% | 0.06% | +1.7% |
| Q1 2021 | $1,391,000 | +12.5% | 28,060 | +13.0% | 0.06% | +7.1% |
| Q4 2020 | $1,236,000 | -0.8% | 24,825 | -0.7% | 0.06% | -9.7% |
| Q3 2020 | $1,246,000 | -1.2% | 24,990 | -1.2% | 0.06% | -11.4% |
| Q2 2020 | $1,261,000 | +13.4% | 25,295 | +11.2% | 0.07% | -4.1% |
| Q1 2020 | $1,112,000 | +6.4% | 22,750 | +6.9% | 0.07% | +32.7% |
| Q4 2019 | $1,045,000 | +2.4% | 21,285 | +2.1% | 0.06% | -6.8% |
| Q3 2019 | $1,021,000 | -5.9% | 20,840 | -6.0% | 0.06% | -7.8% |
| Q2 2019 | $1,085,000 | +4.7% | 22,177 | +3.8% | 0.06% | 0.0% |
| Q1 2019 | $1,036,000 | +10.3% | 21,367 | +9.4% | 0.06% | -1.5% |
| Q4 2018 | $939,000 | -4.2% | 19,537 | -5.0% | 0.06% | +8.3% |
| Q3 2018 | $980,000 | +5.6% | 20,557 | +6.3% | 0.06% | 0.0% |
| Q2 2018 | $928,000 | -10.4% | 19,347 | -10.7% | 0.06% | -11.8% |
| Q1 2018 | $1,036,000 | +8.1% | 21,657 | +8.3% | 0.07% | +15.3% |
| Q4 2017 | $958,000 | +0.3% | 20,002 | +1.8% | 0.06% | -6.3% |
| Q3 2017 | $955,000 | – | 19,647 | – | 0.06% | – |
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% |