SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 423 filers reported holding SPDR SER TR in Q1 2021. 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 ↓ |
|---|---|---|---|
| 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% |