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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $746,966 | +98.6% | 15,876 | +100.7% | 0.01% | +83.3% |
| Q1 2023 | $376,168 | +5994.8% | 7,911 | -94.0% | 0.01% | -93.5% |
| Q4 2022 | $6,172 | -99.1% | 131,369 | +784.7% | 0.09% | +736.4% |
| Q2 2022 | $702,000 | -6.6% | 14,849 | -6.6% | 0.01% | 0.0% |
| Q1 2022 | $752,000 | +110.6% | 15,897 | +122.1% | 0.01% | +83.3% |
| Q3 2020 | $357,000 | -6.3% | 7,157 | -10.0% | 0.01% | -14.3% |
| Q4 2017 | $381,000 | +1.1% | 7,952 | +2.6% | 0.01% | 0.0% |
| Q3 2017 | $377,000 | – | 7,748 | – | 0.01% | – |
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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% |