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 | $461 | +268.8% | 9,981 | +276.6% | 0.04% | +333.3% |
| Q2 2023 | $125 | +1685.7% | 2,650 | +1666.7% | 0.01% | +800.0% |
| Q4 2022 | $7 | -100.0% | 150 | -99.7% | 0.00% | -99.6% |
| Q3 2022 | $2,159,000 | -14.3% | 46,833 | -12.2% | 0.26% | -11.1% |
| Q2 2022 | $2,520,000 | +190.7% | 53,317 | +191.2% | 0.29% | +234.9% |
| Q1 2022 | $867,000 | +13.9% | 18,310 | +18.4% | 0.09% | +17.8% |
| Q4 2021 | $761,000 | +7.0% | 15,471 | +7.5% | 0.07% | -1.4% |
| Q3 2021 | $711,000 | +4.1% | 14,394 | +4.4% | 0.07% | +5.7% |
| Q2 2021 | $683,000 | +47.5% | 13,784 | +47.5% | 0.07% | +37.3% |
| Q1 2021 | $463,000 | +1393.5% | 9,348 | +1402.9% | 0.05% | +1175.0% |
| Q4 2020 | $31,000 | -93.9% | 622 | -93.9% | 0.00% | -94.2% |
| Q3 2020 | $508,000 | +250.3% | 10,187 | +249.6% | 0.07% | +228.6% |
| Q2 2020 | $145,000 | -70.3% | 2,914 | -70.9% | 0.02% | -72.7% |
| Q1 2020 | $489,000 | +336.6% | 10,009 | +336.1% | 0.08% | +381.2% |
| Q4 2019 | $112,000 | -1.8% | 2,295 | -1.4% | 0.02% | 0.0% |
| Q3 2019 | $114,000 | +7.5% | 2,327 | +7.5% | 0.02% | +6.7% |
| Q2 2019 | $106,000 | -53.9% | 2,165 | -54.6% | 0.02% | -6.2% |
| Q1 2019 | $230,000 | – | 4,770 | – | 0.02% | – |
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% |