SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 467 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $368 | +3.7% | 7,686 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $355 | -2.2% | 7,686 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $363 | -1.1% | 7,715 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $367 | +1.4% | 7,715 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $362 | -99.1% | 7,715 | +743.2% | 0.01% | +600.0% |
| Q3 2022 | $42,000 | -2.3% | 915 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $43,000 | 0.0% | 915 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $43,000 | -4.4% | 915 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | -10.0% | 915 | -8.5% | 0.00% | 0.0% |
| Q2 2021 | $50,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $50,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $50,000 | -28.6% | 1,000 | -28.6% | 0.00% | -50.0% |
| Q3 2020 | $70,000 | -4.1% | 1,400 | -4.1% | 0.00% | 0.0% |
| Q2 2020 | $73,000 | -38.7% | 1,460 | -40.0% | 0.00% | -50.0% |
| Q1 2020 | $119,000 | +65.3% | 2,435 | +66.8% | 0.00% | +100.0% |
| Q3 2019 | $72,000 | -54.7% | 1,460 | -55.0% | 0.00% | -66.7% |
| Q2 2019 | $159,000 | +1.3% | 3,247 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $157,000 | +0.6% | 3,247 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $156,000 | +0.6% | 3,247 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $155,000 | -0.6% | 3,247 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $156,000 | +0.6% | 3,247 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $155,000 | -0.6% | 3,247 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $156,000 | -3.1% | 3,247 | -2.0% | 0.01% | -14.3% |
| Q3 2017 | $161,000 | 0.0% | 3,312 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $161,000 | +0.6% | 3,312 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $160,000 | +0.6% | 3,312 | 0.0% | 0.01% | -12.5% |
| Q4 2016 | $159,000 | +55.9% | 3,312 | +59.2% | 0.01% | +60.0% |
| Q3 2016 | $102,000 | +7.4% | 2,080 | +7.8% | 0.01% | 0.0% |
| Q2 2016 | $95,000 | +1.1% | 1,930 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $94,000 | – | 1,930 | – | 0.01% | – |
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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% |