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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $190 | -86.7% | 4 | -86.7% | 0.00% | – |
| Q4 2022 | $1,426 | – | 30 | +650.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 4 | -100.0% | 0.00% | -100.0% |
| Q2 2022 | $2,740,000 | +87.2% | 57,984 | +87.1% | 0.26% | +107.3% |
| Q1 2022 | $1,464,000 | +28.4% | 30,998 | +33.8% | 0.12% | +22.8% |
| Q4 2021 | $1,140,000 | -0.4% | 23,176 | 0.0% | 0.10% | -9.0% |
| Q3 2021 | $1,145,000 | -2.1% | 23,176 | -1.7% | 0.11% | -4.3% |
| Q2 2021 | $1,169,000 | 0.0% | 23,580 | 0.0% | 0.12% | -17.7% |
| Q1 2021 | $1,169,000 | -0.4% | 23,580 | 0.0% | 0.14% | -18.0% |
| Q4 2020 | $1,174,000 | – | 23,580 | +589400.0% | 0.17% | – |
| Q3 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 4 | -99.7% | 0.00% | -100.0% |
| Q4 2019 | $59,000 | – | 1,194 | +23780.0% | 0.02% | – |
| Q3 2019 | $0 | -100.0% | 5 | -99.9% | 0.00% | -100.0% |
| Q1 2019 | $9,244,000 | +15.6% | 4,217 | -97.5% | 4.40% | +8.5% |
| Q4 2018 | $7,996,000 | – | 166,315 | – | 4.06% | – |
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% |