SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 269 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,412,000 | +1597.5% | 68,848 | +1604.2% | 0.41% | +1222.6% |
| Q3 2020 | $201,000 | -94.9% | 4,040 | -95.0% | 0.03% | -95.2% |
| Q3 2019 | $3,961,000 | -55.7% | 80,850 | -55.8% | 0.65% | -55.8% |
| Q2 2019 | $8,951,000 | +13.8% | 182,933 | +12.7% | 1.46% | +10.7% |
| Q1 2019 | $7,866,000 | +126.0% | 162,254 | +124.0% | 1.32% | +84.7% |
| Q4 2018 | $3,481,000 | +54.4% | 72,436 | +53.3% | 0.71% | +131.1% |
| Q3 2018 | $2,254,000 | +978.5% | 47,256 | +980.9% | 0.31% | +930.0% |
| Q1 2018 | $209,000 | -91.0% | 4,372 | -90.9% | 0.03% | -91.0% |
| Q2 2017 | $2,326,000 | -69.8% | 47,951 | -69.8% | 0.33% | -70.1% |
| Q1 2017 | $7,703,000 | – | 159,012 | – | 1.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPRIN ASSET MANAGEMENT LLC /ADV | 407,599 | $18,786,260 | 27.00% |
| Opal Wealth Advisors, LLC | 579,021 | $26,687,000 | 19.48% |
| Biltmore Wealth Management, LLC | 701,994 | $32,355,000 | 14.86% |
| Sunflower Bank, N.A. | 604,938 | $27,882,000 | 6.32% |
| Leisure Capital Management | 163,024 | $7,514,000 | 4.55% |
| Axiom Financial Strategies, LLC | 162,519 | $7,491,000 | 3.98% |
| Alaska Wealth Advisors | 432,129 | $19,917,000 | 3.89% |
| Ackerman Capital Advisors, LLC | 294,607 | $13,578,000 | 3.86% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 850,118 | $39,182,000 | 3.76% |
| Quent Capital, LLC | 393,498 | $18,136,000 | 3.76% |