SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 425 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,118 | -80.2% | 4,913 | -78.8% | 0.02% | -83.1% |
| Q1 2021 | $1,149,000 | -29.7% | 23,176 | -29.4% | 0.09% | -32.1% |
| Q4 2020 | $1,635,000 | -4.3% | 32,832 | -4.1% | 0.13% | -0.8% |
| Q3 2020 | $1,708,000 | -23.7% | 34,253 | -23.8% | 0.13% | -23.7% |
| Q2 2020 | $2,239,000 | +4.5% | 44,971 | +3.0% | 0.17% | -32.7% |
| Q1 2020 | $2,142,000 | – | 43,643 | – | 0.26% | – |
Download | ||||||
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% |