SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 423 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,629,162 | -30.2% | 34,678 | -31.5% | 0.12% | -31.0% |
| Q3 2022 | $2,334,000 | -26.9% | 50,641 | -25.1% | 0.17% | -24.3% |
| Q2 2022 | $3,194,000 | +4.3% | 67,589 | +4.5% | 0.23% | +32.9% |
| Q1 2022 | $3,061,000 | +19.4% | 64,667 | +24.1% | 0.17% | +19.3% |
| Q4 2021 | $2,563,000 | +12.3% | 52,109 | +12.8% | 0.14% | -4.0% |
| Q3 2021 | $2,283,000 | -2.2% | 46,216 | -1.9% | 0.15% | -7.4% |
| Q2 2021 | $2,335,000 | +4.0% | 47,120 | +4.0% | 0.16% | -7.9% |
| Q1 2021 | $2,245,000 | – | 45,292 | – | 0.18% | – |
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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% |