SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 397 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,543 | -1.7% | 5,441 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $255,810 | -90.5% | 5,437 | -90.4% | 0.02% | -91.2% |
| Q1 2023 | $2,686,692 | +97491.4% | 56,502 | -3.6% | 0.23% | -10.2% |
| Q4 2022 | $2,753 | -99.9% | 58,591 | +5.4% | 0.25% | +7.6% |
| Q2 2022 | $2,628,000 | +8.4% | 55,600 | +8.5% | 0.24% | +21.0% |
| Q1 2022 | $2,425,000 | +9.3% | 51,235 | +13.6% | 0.20% | +7.1% |
| Q4 2021 | $2,218,000 | -10.6% | 45,102 | -10.2% | 0.18% | -28.6% |
| Q3 2021 | $2,480,000 | +2.3% | 50,200 | +2.6% | 0.26% | +4.5% |
| Q2 2021 | $2,424,000 | +4.5% | 48,912 | +4.5% | 0.24% | 0.0% |
| Q1 2021 | $2,319,000 | -13.5% | 46,795 | -13.1% | 0.24% | -18.9% |
| Q4 2020 | $2,682,000 | – | 53,857 | – | 0.30% | – |
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% |