SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 310 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,464 | -2.6% | 4,877 | -0.9% | 0.03% | 0.0% |
| Q2 2023 | $231,486 | +0.8% | 4,920 | +1.9% | 0.03% | -8.6% |
| Q1 2023 | $229,667 | -95.6% | 4,830 | -95.7% | 0.04% | -95.0% |
| Q3 2022 | $5,163,000 | +1144.1% | 112,022 | +1173.7% | 0.71% | +741.7% |
| Q2 2022 | $415,000 | -35.9% | 8,795 | -34.7% | 0.08% | -75.9% |
| Q4 2018 | $647,000 | -75.7% | 13,469 | -75.8% | 0.35% | -82.6% |
| Q4 2017 | $2,661,000 | -56.4% | 55,544 | -56.3% | 2.00% | -59.0% |
| Q4 2016 | $6,099,000 | – | 127,230 | – | 4.88% | – |
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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% |