SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 417 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $11,000 | +83.3% | 229 | +80.3% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 127 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 127 | +0.8% | 0.00% | -100.0% |
| Q1 2021 | $6,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 126 | +18.9% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | -92.2% | 106 | -91.9% | 0.00% | -87.5% |
| Q1 2020 | $64,000 | 0.0% | 1,310 | +0.2% | 0.01% | +14.3% |
| Q4 2019 | $64,000 | 0.0% | 1,308 | +0.5% | 0.01% | 0.0% |
| Q3 2019 | $64,000 | +14.3% | 1,301 | +14.6% | 0.01% | +16.7% |
| Q2 2019 | $56,000 | +75.0% | 1,135 | +69.4% | 0.01% | -14.3% |
| Q4 2018 | $32,000 | -71.2% | 670 | -70.6% | 0.01% | -77.4% |
| Q3 2017 | $111,000 | -99.9% | 2,280 | 0.0% | 0.03% | +14.8% |
| Q2 2017 | $111,000,000 | 0.0% | 2,280 | 0.0% | 0.03% | -12.9% |
| Q1 2017 | $111,000,000 | -8.3% | 2,280 | -9.9% | 0.03% | +47.6% |
| Q4 2016 | $121,000,000 | +75055.3% | 2,530 | -23.3% | 0.02% | -27.6% |
| Q3 2016 | $161,000 | +45.0% | 3,300 | +44.7% | 0.03% | -17.1% |
| Q2 2016 | $111,000 | -67.0% | 2,280 | -66.9% | 0.04% | -70.3% |
| Q1 2016 | $336,000 | – | 6,890 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opal Wealth Advisors, LLC | 1,004,803 | $47,778,375 | 27.90% |
| Biltmore Wealth Management, LLC | 682,672 | $32,461,035 | 13.08% |
| Quent Capital, LLC | 552,651 | $26,278,531 | 4.48% |
| Ackerman Capital Advisors, LLC | 339,390 | $16,137,995 | 4.18% |
| Axiom Financial Strategies, LLC | 151,557 | $7,206,554 | 4.01% |
| Alaska Wealth Advisors | 450,253 | $21,409,530 | 3.58% |
| AUA CAPITAL MANAGEMENT, LLC | 105,681 | $5,025,132 | 3.39% |
| ALTFEST L J & CO INC | 450,757 | $21,433 | 3.36% |
| Smart Money Group LLC | 122,221 | $5,771,292 | 2.90% |
| Wealth CMT | 48,771 | $2,319 | 2.58% |