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 | $386,760 | -12.6% | 8,366 | -11.1% | 0.03% | -16.1% |
| Q2 2023 | $442,593 | +62.1% | 9,406 | +63.8% | 0.03% | +47.6% |
| Q1 2023 | $273,052 | -45.3% | 5,742 | -45.9% | 0.02% | -50.0% |
| Q4 2022 | $499,069 | +18.5% | 10,623 | +24.8% | 0.04% | +16.7% |
| Q3 2021 | $421,000 | -36.5% | 8,514 | -36.4% | 0.04% | -39.0% |
| Q2 2021 | $663,000 | – | 13,382 | – | 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% |