SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 357 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $311,000 | -10.1% | 6,351 | -10.3% | 0.08% | +9.5% |
| Q2 2019 | $346,000 | -59.0% | 7,079 | -59.3% | 0.07% | -80.5% |
| Q1 2019 | $843,000 | +0.8% | 17,395 | 0.0% | 0.38% | -26.2% |
| Q4 2018 | $836,000 | +0.8% | 17,395 | 0.0% | 0.52% | +77.6% |
| Q3 2018 | $829,000 | -0.6% | 17,395 | 0.0% | 0.29% | -7.1% |
| Q2 2018 | $834,000 | +0.4% | 17,395 | 0.0% | 0.31% | +5.8% |
| Q1 2018 | $831,000 | +3.0% | 17,395 | +3.2% | 0.30% | +19.4% |
| Q4 2017 | $807,000 | +1.3% | 16,849 | +2.6% | 0.25% | -56.9% |
| Q3 2017 | $797,000 | +0.1% | 16,419 | 0.0% | 0.57% | +231.2% |
| Q2 2017 | $796,000 | +0.1% | 16,419 | 0.0% | 0.17% | -73.7% |
| Q1 2017 | $795,000 | +0.9% | 16,419 | 0.0% | 0.66% | -10.1% |
| Q4 2016 | $788,000 | +19.2% | 16,419 | +21.3% | 0.73% | +84.2% |
| Q3 2016 | $661,000 | +21.7% | 13,540 | +22.4% | 0.40% | -37.8% |
| Q2 2016 | $543,000 | +0.6% | 11,066 | 0.0% | 0.64% | -2.4% |
| Q1 2016 | $540,000 | – | 11,066 | – | 0.66% | – |
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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% |