SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 324 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,848,000 | -34.1% | 59,560 | -34.0% | 1.83% | -31.5% |
| Q4 2017 | $4,323,000 | +12.1% | 90,239 | +13.7% | 2.68% | +5.0% |
| Q3 2017 | $3,857,000 | +3.0% | 79,369 | +2.8% | 2.55% | -0.4% |
| Q2 2017 | $3,746,000 | +21.7% | 77,239 | +21.6% | 2.56% | +14.3% |
| Q1 2017 | $3,077,000 | -14.1% | 63,538 | -15.0% | 2.24% | -25.4% |
| Q4 2016 | $3,581,000 | +125.9% | 74,718 | +130.3% | 3.00% | +149.5% |
| Q3 2016 | $1,585,000 | +240.9% | 32,449 | +241.9% | 1.20% | +213.3% |
| Q2 2016 | $465,000 | +2.6% | 9,490 | +2.2% | 0.38% | -9.4% |
| Q1 2016 | $453,000 | +28.0% | 9,285 | -36.2% | 0.42% | +25.8% |
| Q4 2015 | $354,000 | – | 14,544 | – | 0.34% | – |
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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% |