SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 417 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $226 | -100.0% | 4,820 | -90.6% | 0.01% | -91.6% |
| Q3 2022 | $2,375,000 | -2.5% | 51,530 | +0.0% | 0.08% | +2.5% |
| Q2 2022 | $2,435,000 | -6.1% | 51,525 | -5.9% | 0.08% | +3.8% |
| Q1 2022 | $2,593,000 | -3.7% | 54,779 | +0.0% | 0.08% | -1.3% |
| Q4 2021 | $2,694,000 | -0.7% | 54,773 | -0.2% | 0.08% | -8.1% |
| Q3 2021 | $2,712,000 | +0.1% | 54,894 | +0.4% | 0.09% | -2.3% |
| Q2 2021 | $2,710,000 | +1.3% | 54,690 | +1.3% | 0.09% | -7.4% |
| Q1 2021 | $2,675,000 | +1.0% | 53,977 | +1.5% | 0.10% | -7.8% |
| Q4 2020 | $2,648,000 | +2.2% | 53,178 | +2.4% | 0.10% | -11.2% |
| Q3 2020 | $2,590,000 | +1.3% | 51,926 | +1.2% | 0.12% | -5.7% |
| Q2 2020 | $2,558,000 | -1.2% | 51,287 | -3.1% | 0.12% | -15.8% |
| Q1 2020 | $2,589,000 | -5.4% | 52,943 | -4.7% | 0.15% | +15.0% |
| Q4 2019 | $2,738,000 | +0.8% | 55,563 | +0.2% | 0.13% | -9.3% |
| Q3 2019 | $2,717,000 | +5.1% | 55,462 | +5.0% | 0.14% | +0.7% |
| Q2 2019 | $2,585,000 | +0.9% | 52,832 | -0.1% | 0.14% | -4.8% |
| Q1 2019 | $2,563,000 | +1.4% | 52,871 | +0.5% | 0.15% | -9.9% |
| Q4 2018 | $2,527,000 | +1.5% | 52,585 | +0.7% | 0.16% | +8.7% |
| Q3 2018 | $2,490,000 | -2.8% | 52,213 | -2.1% | 0.15% | -8.0% |
| Q2 2018 | $2,561,000 | 0.0% | 53,359 | -0.3% | 0.16% | -1.8% |
| Q1 2018 | $2,561,000 | +379.6% | 53,546 | +380.3% | 0.16% | +258.7% |
| Q4 2016 | $534,000 | +1.1% | 11,148 | +3.2% | 0.05% | -4.2% |
| Q3 2016 | $528,000 | +4.1% | 10,803 | +4.5% | 0.05% | -5.9% |
| Q2 2016 | $507,000 | +0.8% | 10,334 | +0.2% | 0.05% | -1.9% |
| Q1 2016 | $503,000 | – | 10,313 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opal Wealth Advisors, LLC | 1,004,803 | $47,778,375 | 27.90% |
| Biltmore Wealth Management, LLC | 682,672 | $32,461,035 | 13.08% |
| Quent Capital, LLC | 552,651 | $26,278,531 | 4.48% |
| Ackerman Capital Advisors, LLC | 339,390 | $16,137,995 | 4.18% |
| Axiom Financial Strategies, LLC | 151,557 | $7,206,554 | 4.01% |
| Alaska Wealth Advisors | 450,253 | $21,409,530 | 3.58% |
| AUA CAPITAL MANAGEMENT, LLC | 105,681 | $5,025,132 | 3.39% |
| ALTFEST L J & CO INC | 450,757 | $21,433 | 3.36% |
| Smart Money Group LLC | 122,221 | $5,771,292 | 2.90% |
| Wealth CMT | 48,771 | $2,319 | 2.58% |