SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 259 filers reported holding SPDR SER TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,392,000 | -17.3% | 51,893 | -15.3% | 0.08% | -7.4% |
| Q2 2022 | $2,894,000 | +1066.9% | 61,234 | +1124.2% | 0.08% | +478.6% |
| Q1 2021 | $248,000 | -52.6% | 5,002 | -52.3% | 0.01% | -63.2% |
| Q2 2020 | $523,000 | +84.2% | 10,480 | +77.4% | 0.04% | +22.6% |
| Q2 2018 | $284,000 | +15.0% | 5,908 | +14.6% | 0.03% | -6.1% |
| Q1 2018 | $247,000 | -93.7% | 5,156 | -93.6% | 0.03% | -80.1% |
| Q3 2017 | $3,922,000 | +58.0% | 80,720 | +57.5% | 0.17% | +12.9% |
| Q2 2017 | $2,483,000 | +42.9% | 51,246 | +42.9% | 0.15% | -23.4% |
| Q1 2017 | $1,737,000 | – | 35,861 | – | 0.19% | – |
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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% |