SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 467 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,244,000 | -0.2% | 25,192 | +0.2% | 0.20% | -1.0% |
| Q2 2021 | $1,246,000 | -13.0% | 25,144 | -13.0% | 0.20% | -33.8% |
| Q1 2021 | $1,433,000 | -4.9% | 28,914 | -4.5% | 0.30% | -17.2% |
| Q4 2020 | $1,507,000 | -28.9% | 30,273 | -28.8% | 0.36% | -40.0% |
| Q3 2020 | $2,120,000 | -31.7% | 42,516 | -31.8% | 0.60% | -26.1% |
| Q2 2020 | $3,106,000 | +6112.0% | 62,295 | +5953.9% | 0.82% | +4993.8% |
| Q1 2020 | $50,000 | 0.0% | 1,029 | 0.0% | 0.02% | +14.3% |
| Q4 2019 | $50,000 | 0.0% | 1,029 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $50,000 | 0.0% | 1,029 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $50,000 | +2.0% | 1,029 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $49,000 | 0.0% | 1,029 | 0.0% | 0.02% | -15.8% |
| Q4 2018 | $49,000 | – | 1,029 | – | 0.02% | – |
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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% |