SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $242,000 | -4.3% | 5,250 | -1.7% | 0.08% | -1.2% |
| Q2 2022 | $253,000 | 0.0% | 5,343 | +0.1% | 0.08% | -1.2% |
| Q1 2022 | $253,000 | -3.4% | 5,339 | +0.1% | 0.09% | +4.9% |
| Q4 2021 | $262,000 | -0.4% | 5,335 | +0.2% | 0.08% | -8.9% |
| Q3 2021 | $263,000 | -14.9% | 5,326 | -14.5% | 0.09% | -16.7% |
| Q2 2021 | $309,000 | +19.3% | 6,230 | +19.6% | 0.11% | +13.7% |
| Q4 2020 | $259,000 | -11.3% | 5,211 | -11.1% | 0.10% | -15.9% |
| Q3 2020 | $292,000 | +4.3% | 5,863 | +4.4% | 0.11% | -3.4% |
| Q2 2020 | $280,000 | +8.5% | 5,616 | +6.5% | 0.12% | -6.4% |
| Q1 2020 | $258,000 | – | 5,272 | – | 0.12% | – |
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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% |