SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 425 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $248,000 | -10.1% | 4,998 | -9.9% | 0.04% | -15.2% |
| Q4 2020 | $276,000 | -1.1% | 5,550 | -0.7% | 0.05% | -13.2% |
| Q3 2020 | $279,000 | +23.5% | 5,591 | +23.4% | 0.05% | +17.8% |
| Q2 2020 | $226,000 | -27.8% | 4,530 | -29.3% | 0.04% | -44.4% |
| Q1 2020 | $313,000 | +3.6% | 6,407 | +1.1% | 0.08% | -13.8% |
| Q3 2018 | $302,000 | -0.3% | 6,340 | +0.3% | 0.09% | -12.1% |
| Q2 2018 | $303,000 | +0.3% | 6,323 | +0.2% | 0.11% | +18.9% |
| Q1 2018 | $302,000 | +18.9% | 6,308 | +19.1% | 0.09% | +18.4% |
| Q4 2017 | $254,000 | – | 5,298 | – | 0.08% | – |
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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% |