SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 423 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $470,000 | +67.3% | 9,484 | +67.1% | 0.01% | +55.6% |
| Q1 2021 | $281,000 | -0.7% | 5,677 | +0.0% | 0.01% | -10.0% |
| Q4 2020 | $283,000 | +4.0% | 5,676 | +4.1% | 0.01% | -9.1% |
| Q3 2020 | $272,000 | +4.6% | 5,455 | +4.5% | 0.01% | 0.0% |
| Q2 2020 | $260,000 | -39.4% | 5,220 | -40.5% | 0.01% | -56.0% |
| Q1 2020 | $429,000 | +93.2% | 8,775 | +93.9% | 0.02% | +177.8% |
| Q4 2019 | $222,000 | -4.7% | 4,525 | -6.5% | 0.01% | -47.1% |
| Q4 2018 | $233,000 | -29.4% | 4,839 | -30.0% | 0.02% | -10.5% |
| Q3 2018 | $330,000 | +37.5% | 6,915 | +38.5% | 0.02% | +18.8% |
| Q2 2018 | $240,000 | – | 4,993 | – | 0.02% | – |
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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% |