SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 14 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,193 | -1.7% | 718 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $33,782 | -1.1% | 718 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $34,141 | +1.2% | 718 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $33,732 | +2.2% | 718 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $33,000 | -55.4% | 718 | -54.2% | 0.00% | -50.0% |
| Q2 2022 | $74,000 | 0.0% | 1,568 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $74,000 | -3.9% | 1,568 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $77,000 | 0.0% | 1,568 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $77,000 | 0.0% | 1,568 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $77,000 | -91.5% | 1,568 | -91.4% | 0.00% | -88.0% |
| Q1 2021 | $903,000 | +1072.7% | 18,213 | -3.6% | 0.02% | +733.3% |
| Q4 2020 | $77,000 | -1.3% | 18,901 | +1105.4% | 0.00% | -25.0% |
| Q3 2020 | $78,000 | -27.8% | 1,568 | -28.2% | 0.00% | -33.3% |
| Q2 2020 | $108,000 | +0.9% | 2,185 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $107,000 | -81.9% | 2,185 | -81.8% | 0.01% | -77.4% |
| Q4 2019 | $590,000 | -14.2% | 12,021 | -14.4% | 0.03% | -24.4% |
| Q3 2019 | $688,000 | +488.0% | 14,047 | +487.0% | 0.04% | +485.7% |
| Q2 2019 | $117,000 | +0.9% | 2,393 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $116,000 | -12.8% | 2,393 | -13.9% | 0.01% | -20.0% |
| Q4 2018 | $133,000 | -5.7% | 2,780 | -6.0% | 0.01% | +11.1% |
| Q3 2018 | $141,000 | -15.1% | 2,959 | -14.8% | 0.01% | -30.8% |
| Q2 2018 | $166,000 | +26.7% | 3,471 | +26.6% | 0.01% | +18.2% |
| Q1 2018 | $131,000 | 0.0% | 2,742 | 0.0% | 0.01% | -8.3% |
| Q4 2017 | $131,000 | -1.5% | 2,742 | 0.0% | 0.01% | -7.7% |
| Q3 2017 | $133,000 | +29.1% | 2,742 | +29.0% | 0.01% | +18.2% |
| Q2 2017 | $103,000 | +1.0% | 2,125 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $102,000 | -45.2% | 2,125 | -45.3% | 0.01% | -56.0% |
| Q4 2016 | $186,000 | +39.8% | 3,883 | +42.5% | 0.02% | +38.9% |
| Q3 2016 | $133,000 | 0.0% | 2,725 | 0.0% | 0.02% | -5.3% |
| Q2 2016 | $133,000 | +0.8% | 2,725 | 0.0% | 0.02% | -5.0% |
| Q1 2016 | $132,000 | – | 2,725 | – | 0.02% | – |
Download | ||||||
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% |