UBS Group AG - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 468 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UBS Group AG ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$24,100,578
-10.1%
521,319
-8.5%
0.01%
-11.1%
Q2 2023$26,813,466
-17.5%
569,893
-16.6%
0.01%
-25.0%
Q1 2023$32,484,306
-3.1%
683,161
-4.2%
0.01%
-7.7%
Q4 2022$33,509,330
+1.6%
713,268
-0.3%
0.01%
-7.1%
Q3 2022$32,981,000
-4.7%
715,578
-2.3%
0.01%0.0%
Q2 2022$34,610,000
-7.4%
732,331
-7.3%
0.01%
+16.7%
Q1 2022$37,383,000
-13.1%
789,824
-9.7%
0.01%0.0%
Q4 2021$43,023,000
+2.7%
874,818
+3.1%
0.01%
-7.7%
Q3 2021$41,897,000
+4.2%
848,110
+4.6%
0.01%0.0%
Q2 2021$40,193,000
+5.5%
810,985
+5.5%
0.01%0.0%
Q1 2021$38,107,000
+10.6%
768,897
+11.1%
0.01%
+8.3%
Q4 2020$34,465,000
-13.4%
692,215
-13.3%
0.01%
-20.0%
Q3 2020$39,797,000
+1.8%
798,025
+1.8%
0.02%
-11.8%
Q2 2020$39,112,000
+6.7%
784,294
+4.6%
0.02%0.0%
Q1 2020$36,672,000
-38.3%
749,927
-38.0%
0.02%
-19.0%
Q4 2019$59,409,000
-30.1%
1,209,704
-30.3%
0.02%
-36.4%
Q3 2019$85,051,000
+7.2%
1,736,094
+7.1%
0.03%
+6.5%
Q2 2019$79,319,000
+3.8%
1,621,069
+2.9%
0.03%
-3.1%
Q1 2019$76,411,000
-3.7%
1,576,131
-4.5%
0.03%
-11.1%
Q4 2018$79,308,000
+4.2%
1,650,196
+3.4%
0.04%
+20.0%
Q3 2018$76,095,000
+25.0%
1,595,636
+25.8%
0.03%
+15.4%
Q2 2018$60,887,000
-3.8%
1,268,734
-4.1%
0.03%
-3.7%
Q1 2018$63,276,000
+11.8%
1,323,218
+12.0%
0.03%
+17.4%
Q4 2017$56,580,000
-23.8%
1,180,970
-22.7%
0.02%
-32.4%
Q3 2017$74,235,000
+9.2%
1,528,288
+9.0%
0.03%
-2.9%
Q2 2017$67,983,000
-20.6%
1,401,709
-20.7%
0.04%
-25.5%
Q1 2017$85,617,000
+2.2%
1,767,489
+1.2%
0.05%
+2.2%
Q4 2016$83,752,000
-11.3%
1,747,024
-9.6%
0.05%
-17.9%
Q3 2016$94,433,000
+1.3%
1,933,119
+1.7%
0.06%
-5.1%
Q2 2016$93,266,000
+4.7%
1,900,281
+4.1%
0.06%
-1.7%
Q1 2016$89,100,0001,825,0770.06%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Alaska Wealth Advisors 759,066$35,091,6215.59%
Quent Capital, LLC 750,027$34,673,7665.41%
Kades & Cheifetz LLC 138,823$6,417,7785.08%
Ackerman Capital Advisors, LLC 332,114$15,353,6304.28%
AUA CAPITAL MANAGEMENT, LLC 102,428$4,735,2463.42%
MONEYWISE, INC. 114,736$5,304,2383.33%
Leisure Capital Management 120,703$5,580,1003.21%
ALTFEST L J & CO INC 431,256$19,9373.14%
Tilson Financial Group, Inc. 68,578$3,1702.49%
DUBUQUE BANK & TRUST CO 390,306$18,043,8462.41%
View complete list of SPDR SER TR shareholders