SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 467 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | +122.3% | 4,432 | +123.3% | 0.04% | +147.1% |
| Q1 2022 | $94,000 | +44.6% | 1,985 | +50.4% | 0.02% | +54.5% |
| Q4 2021 | $65,000 | 0.0% | 1,320 | +0.1% | 0.01% | -8.3% |
| Q3 2021 | $65,000 | -13.3% | 1,319 | -12.9% | 0.01% | -14.3% |
| Q2 2021 | $75,000 | +7.1% | 1,514 | +7.5% | 0.01% | -12.5% |
| Q1 2021 | $70,000 | -29.3% | 1,409 | -29.3% | 0.02% | -36.0% |
| Q4 2020 | $99,000 | +25.3% | 1,994 | +25.3% | 0.02% | -3.8% |
| Q3 2020 | $79,000 | -3.7% | 1,592 | -3.6% | 0.03% | -16.1% |
| Q2 2020 | $82,000 | +3.8% | 1,651 | +2.8% | 0.03% | -13.9% |
| Q1 2020 | $79,000 | – | 1,606 | – | 0.04% | – |
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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% |