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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | -94.6% | 60 | -94.9% | 0.00% | -91.7% |
| Q1 2022 | $56,000 | -29.1% | 1,184 | -26.0% | 0.01% | -20.0% |
| Q4 2021 | $79,000 | -85.0% | 1,599 | -85.0% | 0.02% | -88.2% |
| Q3 2021 | $525,000 | -0.4% | 10,630 | 0.0% | 0.13% | -8.0% |
| Q2 2021 | $527,000 | -0.9% | 10,630 | -1.1% | 0.14% | +1.5% |
| Q1 2021 | $532,000 | -73.8% | 10,744 | -73.7% | 0.14% | -83.8% |
| Q4 2020 | $2,033,000 | +2.5% | 40,829 | +2.6% | 0.84% | -11.9% |
| Q3 2020 | $1,984,000 | +16.5% | 39,786 | +16.5% | 0.95% | +1.9% |
| Q2 2020 | $1,703,000 | +42475.0% | 34,148 | +39150.6% | 0.93% | +31033.3% |
| Q1 2020 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | -99.9% | 87 | -99.8% | 0.00% | -99.9% |
| Q4 2017 | $2,755,000 | – | 57,495 | – | 3.46% | – |
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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% |