SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 374 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $342,000 | -17.4% | 7,426 | -15.3% | 0.08% | -9.2% |
| Q2 2022 | $414,000 | -80.0% | 8,766 | -79.2% | 0.09% | -76.1% |
| Q4 2021 | $2,074,000 | -0.8% | 42,173 | -0.4% | 0.36% | -28.3% |
| Q3 2021 | $2,091,000 | -4.7% | 42,331 | -4.6% | 0.51% | -9.1% |
| Q2 2021 | $2,195,000 | +5.2% | 44,352 | +5.4% | 0.56% | -3.0% |
| Q1 2021 | $2,086,000 | -10.2% | 42,086 | -9.8% | 0.58% | -14.2% |
| Q4 2020 | $2,324,000 | -18.3% | 46,679 | -18.2% | 0.67% | -29.8% |
| Q3 2020 | $2,846,000 | +0.8% | 57,066 | +0.8% | 0.96% | -8.6% |
| Q2 2020 | $2,824,000 | +9.1% | 56,631 | +7.0% | 1.05% | -11.3% |
| Q1 2020 | $2,588,000 | +29.9% | 52,934 | +30.5% | 1.18% | +54.5% |
| Q4 2019 | $1,992,000 | +68.8% | 40,556 | +68.4% | 0.76% | +42.1% |
| Q3 2019 | $1,180,000 | – | 24,082 | – | 0.54% | – |
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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% |