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 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 ↓ |
|---|---|---|---|
| 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% |