SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 258 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,704 | -36.2% | 7,348 | -35.1% | 0.04% | -33.8% |
| Q2 2023 | $532,480 | -42.7% | 11,317 | -42.1% | 0.07% | -45.2% |
| Q1 2023 | $929,810 | +40.6% | 19,554 | +38.9% | 0.12% | +25.3% |
| Q4 2022 | $661,471 | -40.6% | 14,080 | -41.7% | 0.10% | -48.4% |
| Q3 2022 | $1,113,000 | -34.7% | 24,146 | -33.0% | 0.19% | -31.2% |
| Q2 2022 | $1,704,000 | -60.6% | 36,065 | -60.5% | 0.28% | -63.4% |
| Q1 2022 | $4,326,000 | -23.8% | 91,394 | -20.8% | 0.76% | -25.0% |
| Q4 2021 | $5,674,000 | +53.6% | 115,372 | +54.3% | 1.02% | +32.2% |
| Q3 2021 | $3,694,000 | -2.6% | 74,782 | -2.3% | 0.77% | -8.1% |
| Q2 2021 | $3,792,000 | +26.7% | 76,505 | +26.6% | 0.84% | +11.1% |
| Q1 2021 | $2,994,000 | +108.9% | 60,409 | +109.9% | 0.75% | -66.0% |
| Q4 2020 | $1,433,000 | -36.9% | 28,776 | -36.8% | 2.22% | +171.2% |
| Q3 2020 | $2,270,000 | +27.9% | 45,515 | +27.8% | 0.82% | -77.1% |
| Q2 2020 | $1,775,000 | -5.4% | 35,601 | -7.2% | 3.57% | +291.8% |
| Q1 2020 | $1,876,000 | +122.0% | 38,354 | +122.9% | 0.91% | +173.1% |
| Q4 2019 | $845,000 | +20.0% | 17,203 | +19.7% | 0.33% | +14.8% |
| Q3 2019 | $704,000 | +42.5% | 14,367 | +42.8% | 0.29% | +35.3% |
| Q2 2019 | $494,000 | +54.9% | 10,060 | +53.1% | 0.22% | +46.3% |
| Q1 2019 | $319,000 | -66.1% | 6,570 | -66.5% | 0.15% | -45.1% |
| Q4 2016 | $940,000 | – | 19,612 | – | 0.27% | – |
Download | ||||||
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% |