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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,625 | +152.0% | 100 | +156.4% | 0.00% | – |
| Q2 2023 | $1,835 | +24.5% | 39 | +25.8% | 0.00% | – |
| Q1 2023 | $1,474 | +1.2% | 31 | 0.0% | 0.00% | – |
| Q4 2022 | $1,456 | -51.5% | 31 | -47.5% | 0.00% | – |
| Q3 2022 | $3,000 | +50.0% | 59 | +55.3% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 38 | +2.7% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | -96.9% | 37 | -97.1% | 0.00% | -100.0% |
| Q1 2021 | $64,000 | 0.0% | 1,287 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $64,000 | +3100.0% | 1,287 | +3378.4% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -92.9% | 37 | -93.5% | 0.00% | -100.0% |
| Q1 2020 | $28,000 | +40.0% | 571 | +38.9% | 0.00% | +100.0% |
| Q4 2019 | $20,000 | 0.0% | 411 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $20,000 | – | 411 | – | 0.00% | – |
Download | ||||||
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% |