SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 424 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,445 | -26.1% | 52,893 | -24.8% | 0.12% | -30.7% |
| Q4 2022 | $3,307 | -99.9% | 70,383 | +24.9% | 0.17% | +16.9% |
| Q2 2022 | $2,663,000 | +155.8% | 56,338 | +156.2% | 0.14% | +294.4% |
| Q1 2022 | $1,041,000 | +118.7% | 21,990 | +126.8% | 0.04% | +176.9% |
| Q4 2021 | $476,000 | -2.3% | 9,694 | -1.6% | 0.01% | -35.0% |
| Q3 2021 | $487,000 | -88.9% | 9,856 | -88.9% | 0.02% | -90.9% |
| Q2 2021 | $4,390,000 | +63.3% | 88,584 | +63.3% | 0.22% | +50.0% |
| Q1 2021 | $2,689,000 | +295.4% | 54,258 | +297.2% | 0.15% | +210.6% |
| Q4 2020 | $680,000 | -53.3% | 13,661 | -53.2% | 0.05% | -56.5% |
| Q3 2020 | $1,456,000 | -1.4% | 29,198 | -1.3% | 0.11% | -7.7% |
| Q2 2020 | $1,476,000 | +440.7% | 29,590 | +430.3% | 0.12% | +680.0% |
| Q1 2020 | $273,000 | -43.2% | 5,580 | -43.1% | 0.02% | -63.4% |
| Q4 2019 | $481,000 | -94.9% | 9,801 | -94.9% | 0.04% | -93.4% |
| Q2 2019 | $9,372,000 | – | 191,548 | – | 0.62% | – |
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% |