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 2023 | $1,249,929 | -53.2% | 27,037 | -52.3% | 0.05% | -1.9% |
| Q2 2023 | $2,669,446 | +1922.3% | 56,736 | +1959.4% | 0.05% | +6.1% |
| Q1 2018 | $132,000 | 0.0% | 2,755 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $132,000 | +3.1% | 2,755 | +5.0% | 0.05% | +16.7% |
| Q3 2017 | $128,000 | -19.0% | 2,625 | -19.2% | 0.04% | +23.5% |
| Q2 2017 | $158,000 | +129.0% | 3,250 | +127.3% | 0.03% | +126.7% |
| Q1 2017 | $69,000 | 0.0% | 1,430 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $69,000 | -1.4% | 1,430 | 0.0% | 0.02% | -16.7% |
| Q3 2016 | $70,000 | -58.8% | 1,430 | -58.6% | 0.02% | -60.0% |
| Q2 2016 | $170,000 | – | 3,457 | – | 0.04% | – |
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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% |