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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $210,000 | +2.9% | 4,437 | +7.0% | 0.00% | 0.0% |
| Q4 2021 | $204,000 | -0.5% | 4,147 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $205,000 | -0.5% | 4,147 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $206,000 | -21.4% | 4,147 | -21.6% | 0.00% | -20.0% |
| Q1 2021 | $262,000 | -0.4% | 5,287 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $263,000 | -0.4% | 5,287 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $264,000 | -2.6% | 5,287 | -2.7% | 0.01% | 0.0% |
| Q2 2020 | $271,000 | +1.9% | 5,432 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $266,000 | -12.8% | 5,432 | -12.4% | 0.01% | 0.0% |
| Q4 2019 | $305,000 | +0.3% | 6,202 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $304,000 | +0.3% | 6,202 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $303,000 | +0.7% | 6,202 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $301,000 | -0.3% | 6,202 | -1.2% | 0.01% | 0.0% |
| Q4 2018 | $302,000 | +2.4% | 6,275 | +1.6% | 0.01% | +16.7% |
| Q3 2018 | $295,000 | -13.0% | 6,176 | -12.5% | 0.01% | -25.0% |
| Q2 2018 | $339,000 | +0.3% | 7,058 | 0.0% | 0.01% | +14.3% |
| Q1 2018 | $338,000 | +2.1% | 7,058 | +2.1% | 0.01% | 0.0% |
| Q4 2017 | $331,000 | +12.2% | 6,916 | +14.1% | 0.01% | 0.0% |
| Q3 2017 | $295,000 | -20.7% | 6,062 | -21.0% | 0.01% | -22.2% |
| Q2 2017 | $372,000 | 0.0% | 7,673 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $372,000 | -0.5% | 7,673 | -1.6% | 0.01% | 0.0% |
| Q4 2016 | $374,000 | -8.3% | 7,797 | -6.6% | 0.01% | -10.0% |
| Q3 2016 | $408,000 | -1.4% | 8,352 | -1.1% | 0.01% | 0.0% |
| Q2 2016 | $414,000 | -0.7% | 8,444 | -1.2% | 0.01% | 0.0% |
| Q1 2016 | $417,000 | – | 8,548 | – | 0.01% | – |
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% |