SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 318 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,234,000 | -4.0% | 44,806 | -3.9% | 0.08% | -12.8% |
| Q2 2020 | $2,326,000 | +16.7% | 46,643 | +14.4% | 0.09% | 0.0% |
| Q1 2020 | $1,993,000 | +8.3% | 40,762 | +9.0% | 0.09% | +38.7% |
| Q4 2019 | $1,840,000 | -1.5% | 37,396 | -2.2% | 0.06% | -6.1% |
| Q3 2019 | $1,868,000 | -13.4% | 38,238 | -13.2% | 0.07% | -10.8% |
| Q2 2019 | $2,156,000 | +2.3% | 44,053 | +1.5% | 0.07% | +2.8% |
| Q1 2019 | $2,108,000 | -3.0% | 43,423 | -3.9% | 0.07% | -16.3% |
| Q4 2018 | $2,173,000 | +18.9% | 45,191 | +17.3% | 0.09% | +36.5% |
| Q3 2018 | $1,828,000 | -15.7% | 38,525 | -15.2% | 0.06% | -23.2% |
| Q2 2018 | $2,168,000 | -3.3% | 45,405 | -3.5% | 0.08% | -4.7% |
| Q1 2018 | $2,241,000 | +1.1% | 47,030 | +1.3% | 0.09% | -2.3% |
| Q4 2017 | $2,216,000 | +1.5% | 46,446 | +2.9% | 0.09% | -6.4% |
| Q3 2017 | $2,183,000 | +4.0% | 45,151 | +3.8% | 0.09% | 0.0% |
| Q2 2017 | $2,100,000 | -2.8% | 43,482 | -2.6% | 0.09% | -16.1% |
| Q1 2017 | $2,161,000 | +32.4% | 44,621 | +31.1% | 0.11% | +36.6% |
| Q4 2016 | $1,632,000 | +1.6% | 34,039 | +3.5% | 0.08% | -3.5% |
| Q3 2016 | $1,607,000 | -5.6% | 32,893 | -5.3% | 0.08% | -10.5% |
| Q2 2016 | $1,703,000 | +1.7% | 34,737 | +1.1% | 0.10% | +2.2% |
| Q1 2016 | $1,675,000 | – | 34,358 | – | 0.09% | – |
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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% |