SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 453 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $344,000 | -75.5% | 7,453 | -73.9% | 0.00% | – |
| Q4 2021 | $1,402,000 | -23.6% | 28,511 | -23.0% | 0.00% | – |
| Q1 2021 | $1,835,000 | -41.8% | 37,030 | -41.4% | 0.00% | -100.0% |
| Q3 2020 | $3,153,000 | +37.1% | 63,219 | +34.5% | 0.00% | 0.0% |
| Q1 2020 | $2,299,000 | +74.0% | 47,011 | +74.1% | 0.00% | 0.0% |
| Q2 2019 | $1,321,000 | +240.5% | 26,999 | +237.1% | 0.00% | – |
| Q1 2019 | $388,000 | -84.9% | 8,009 | -85.1% | 0.00% | -100.0% |
| Q1 2018 | $2,572,000 | +217.5% | 53,789 | +218.3% | 0.00% | – |
| Q4 2017 | $810,000 | – | 16,900 | – | 0.00% | – |
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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% |