SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 462 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $418 | -0.7% | 8,806 | -1.7% | 0.32% | -7.7% |
| Q4 2022 | $421 | -99.9% | 8,959 | -35.1% | 0.35% | -36.2% |
| Q3 2022 | $636,000 | -20.2% | 13,796 | -18.2% | 0.55% | -15.0% |
| Q2 2022 | $797,000 | -7.3% | 16,867 | -7.3% | 0.65% | +4.7% |
| Q1 2022 | $860,000 | -6.4% | 18,189 | -2.6% | 0.62% | +0.3% |
| Q4 2021 | $919,000 | -0.3% | 18,682 | 0.0% | 0.62% | -5.4% |
| Q3 2021 | $922,000 | -2.2% | 18,682 | -1.9% | 0.65% | +2.5% |
| Q2 2021 | $943,000 | – | 19,046 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alaska Wealth Advisors | 759,066 | $35,091,621 | 5.59% |
| Quent Capital, LLC | 750,027 | $34,673,766 | 5.41% |
| Kades & Cheifetz LLC | 138,823 | $6,417,778 | 5.08% |
| Ackerman Capital Advisors, LLC | 332,114 | $15,353,630 | 4.28% |
| AUA CAPITAL MANAGEMENT, LLC | 102,428 | $4,735,246 | 3.42% |
| MONEYWISE, INC. | 114,736 | $5,304,238 | 3.33% |
| Leisure Capital Management | 120,703 | $5,580,100 | 3.21% |
| ALTFEST L J & CO INC | 431,256 | $19,937 | 3.14% |
| Tilson Financial Group, Inc. | 68,578 | $3,170 | 2.49% |
| DUBUQUE BANK & TRUST CO | 390,306 | $18,043,846 | 2.41% |