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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $686,690 | -6.9% | 14,854 | -5.3% | 0.04% | -7.9% |
| Q2 2023 | $737,777 | -0.2% | 15,681 | +0.9% | 0.04% | -9.5% |
| Q1 2023 | $738,985 | +1.4% | 15,541 | +0.1% | 0.04% | -8.7% |
| Q4 2022 | $729,075 | +1.7% | 15,519 | -0.3% | 0.05% | -14.8% |
| Q3 2022 | $717,000 | +909.9% | 15,565 | +946.7% | 0.05% | +184.2% |
| Q1 2018 | $71,000 | 0.0% | 1,487 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $71,000 | -1.4% | 1,487 | 0.0% | 0.02% | -38.7% |
| Q3 2017 | $72,000 | -20.0% | 1,487 | 0.0% | 0.03% | -29.5% |
| Q2 2017 | $90,000 | +25.0% | 1,487 | 0.0% | 0.04% | -8.3% |
| Q1 2017 | $72,000 | -15.3% | 1,487 | -15.7% | 0.05% | -25.0% |
| Q4 2016 | $85,000 | – | 1,763 | – | 0.06% | – |
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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% |