SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 397 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,574,456 | -34.4% | 55,688 | -33.2% | 0.01% | -30.0% |
| Q2 2023 | $3,922,699 | +12.2% | 83,373 | +13.4% | 0.01% | +11.1% |
| Q1 2023 | $3,496,494 | +123363.8% | 73,533 | +22.0% | 0.01% | +28.6% |
| Q4 2022 | $2,832 | -99.9% | 60,288 | +45.6% | 0.01% | +16.7% |
| Q3 2022 | $1,908,000 | +26.9% | 41,404 | +30.1% | 0.01% | +50.0% |
| Q2 2022 | $1,504,000 | +35.4% | 31,828 | +35.5% | 0.00% | +33.3% |
| Q1 2022 | $1,111,000 | +3.9% | 23,482 | +8.1% | 0.00% | +50.0% |
| Q4 2021 | $1,069,000 | -1.7% | 21,729 | -1.3% | 0.00% | -33.3% |
| Q3 2021 | $1,088,000 | -81.4% | 22,017 | -81.4% | 0.00% | -80.0% |
| Q2 2021 | $5,859,000 | -0.4% | 118,225 | -0.4% | 0.02% | -6.2% |
| Q1 2021 | $5,881,000 | +438.1% | 118,672 | +440.7% | 0.02% | +433.3% |
| Q4 2020 | $1,093,000 | -4.5% | 21,946 | -4.4% | 0.00% | -25.0% |
| Q3 2020 | $1,145,000 | +0.7% | 22,952 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $1,137,000 | +5.6% | 22,807 | +3.5% | 0.00% | -20.0% |
| Q1 2020 | $1,077,000 | -8.4% | 22,026 | -8.0% | 0.01% | +25.0% |
| Q4 2019 | $1,176,000 | +3.0% | 23,941 | +2.8% | 0.00% | 0.0% |
| Q3 2019 | $1,142,000 | -5.2% | 23,299 | -5.4% | 0.00% | -20.0% |
| Q2 2019 | $1,205,000 | +11.6% | 24,616 | +10.5% | 0.01% | -16.7% |
| Q1 2019 | $1,080,000 | +0.6% | 22,285 | -0.2% | 0.01% | -14.3% |
| Q4 2018 | $1,074,000 | +2.6% | 22,337 | +1.7% | 0.01% | 0.0% |
| Q3 2018 | $1,047,000 | -4.0% | 21,968 | -3.3% | 0.01% | 0.0% |
| Q2 2018 | $1,091,000 | +3.4% | 22,729 | +3.0% | 0.01% | 0.0% |
| Q1 2018 | $1,055,000 | -0.2% | 22,063 | +0.0% | 0.01% | 0.0% |
| Q4 2017 | $1,057,000 | +64.1% | 22,054 | +66.5% | 0.01% | +40.0% |
| Q3 2017 | $644,000 | +5.1% | 13,249 | +4.8% | 0.01% | 0.0% |
| Q2 2017 | $613,000 | +20.9% | 12,648 | +20.8% | 0.01% | +25.0% |
| Q1 2017 | $507,000 | +24.3% | 10,474 | +23.2% | 0.00% | 0.0% |
| Q4 2016 | $408,000 | -0.5% | 8,501 | +1.2% | 0.00% | 0.0% |
| Q3 2016 | $410,000 | +9.9% | 8,397 | +10.5% | 0.00% | +33.3% |
| Q2 2016 | $373,000 | +0.5% | 7,602 | 0.0% | 0.00% | -25.0% |
| Q1 2016 | $371,000 | – | 7,602 | – | 0.00% | – |
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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% |