SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 468 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $844,934 | +22.1% | 18,257 | +24.1% | 0.27% | +20.8% |
| Q2 2023 | $692,106 | -5.5% | 14,710 | -4.4% | 0.22% | -21.6% |
| Q1 2023 | $732,032 | +30.3% | 15,395 | +28.7% | 0.28% | +21.0% |
| Q4 2022 | $561,928 | +136.1% | 11,961 | +131.2% | 0.23% | +115.7% |
| Q3 2022 | $238,000 | -4.8% | 5,173 | -2.3% | 0.11% | +2.9% |
| Q2 2022 | $250,000 | -49.1% | 5,297 | -48.9% | 0.10% | -46.4% |
| Q1 2022 | $491,000 | – | 10,374 | – | 0.20% | – |
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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% |