SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 424 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $688,827 | -1.7% | 14,900 | 0.0% | 0.43% | -2.1% |
| Q2 2023 | $701,045 | -1.1% | 14,900 | 0.0% | 0.44% | -9.7% |
| Q1 2023 | $708,495 | +1.2% | 14,900 | 0.0% | 0.48% | -6.4% |
| Q4 2022 | $700,002 | +1.9% | 14,900 | 0.0% | 0.52% | -5.7% |
| Q3 2022 | $687,000 | -2.4% | 14,900 | 0.0% | 0.55% | +2.4% |
| Q2 2022 | $704,000 | -0.1% | 14,900 | 0.0% | 0.54% | +4.7% |
| Q1 2022 | $705,000 | -3.8% | 14,900 | 0.0% | 0.51% | +5.8% |
| Q4 2021 | $733,000 | -0.4% | 14,900 | 0.0% | 0.48% | -3.8% |
| Q3 2021 | $736,000 | -0.3% | 14,900 | 0.0% | 0.50% | -2.9% |
| Q2 2021 | $738,000 | 0.0% | 14,900 | 0.0% | 0.52% | -10.1% |
| Q1 2021 | $738,000 | – | 14,900 | – | 0.58% | – |
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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% |