SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 395 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,465,260 | -21.3% | 442,663 | -19.9% | 0.03% | -36.2% |
| Q2 2023 | $25,992,312 | -14.1% | 552,624 | -13.1% | 0.05% | -17.5% |
| Q1 2023 | $30,245,323 | +0.4% | 635,975 | -0.8% | 0.06% | -6.6% |
| Q4 2022 | $30,121,743 | -3.4% | 641,168 | -5.3% | 0.06% | -14.1% |
| Q3 2022 | $31,198,000 | +18.4% | 676,858 | +21.5% | 0.07% | +22.4% |
| Q2 2022 | $26,347,000 | +14.9% | 557,298 | +3.3% | 0.06% | +28.9% |
| Q1 2022 | $22,939,000 | -18.0% | 539,613 | -5.1% | 0.04% | -15.1% |
| Q4 2021 | $27,967,000 | +3.8% | 568,660 | +4.3% | 0.05% | -5.4% |
| Q3 2021 | $26,935,000 | +6.5% | 545,268 | +6.8% | 0.06% | +1.8% |
| Q2 2021 | $25,298,000 | -4.5% | 510,571 | -4.5% | 0.06% | -14.1% |
| Q1 2021 | $26,498,000 | +3.7% | 534,689 | +4.2% | 0.06% | -5.9% |
| Q4 2020 | $25,547,000 | -4.4% | 513,071 | -4.3% | 0.07% | -15.0% |
| Q3 2020 | $26,725,000 | -10.9% | 535,888 | -10.9% | 0.08% | -20.8% |
| Q2 2020 | $29,985,000 | +17.0% | 601,266 | +12.5% | 0.10% | -3.8% |
| Q1 2020 | $25,632,000 | – | 534,334 | – | 0.10% | – |
Download | ||||||
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% |