SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 395 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $239,414 | -7.9% | 5,035 | -9.0% | 0.02% | -14.3% |
| Q4 2022 | $260,034 | -10.9% | 5,535 | -12.8% | 0.03% | -12.5% |
| Q3 2022 | $292,000 | +0.7% | 6,345 | +3.4% | 0.03% | +3.2% |
| Q2 2022 | $290,000 | -3.3% | 6,135 | -3.2% | 0.03% | +19.2% |
| Q1 2022 | $300,000 | -3.8% | 6,335 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $312,000 | -45.3% | 6,335 | -45.1% | 0.02% | -49.0% |
| Q3 2021 | $570,000 | -58.5% | 11,535 | -58.3% | 0.05% | -58.1% |
| Q2 2021 | $1,372,000 | -20.0% | 27,685 | -19.7% | 0.12% | -20.9% |
| Q1 2021 | $1,715,000 | -27.6% | 34,485 | -27.5% | 0.15% | -34.5% |
| Q4 2020 | $2,370,000 | +11.6% | 47,595 | +11.7% | 0.23% | -2.2% |
| Q3 2020 | $2,124,000 | – | 42,595 | – | 0.23% | – |
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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% |