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 | $435,240 | -2.7% | 9,415 | -1.0% | 0.06% | 0.0% |
| Q2 2023 | $447,510 | -32.2% | 9,511 | -31.5% | 0.06% | -35.4% |
| Q1 2023 | $660,289 | -7.2% | 13,886 | -8.3% | 0.10% | -13.5% |
| Q4 2022 | $711,431 | -1.3% | 15,143 | -3.1% | 0.11% | -15.3% |
| Q3 2022 | $721,000 | -7.8% | 15,633 | -5.5% | 0.13% | -4.4% |
| Q2 2022 | $782,000 | -18.0% | 16,546 | -13.9% | 0.14% | -24.3% |
| Q1 2022 | $954,000 | +7.6% | 19,224 | +6.6% | 0.18% | +35.1% |
| Q4 2021 | $887,000 | -0.4% | 18,037 | +0.0% | 0.13% | -7.6% |
| Q3 2021 | $891,000 | -2.2% | 18,036 | -1.8% | 0.14% | -4.6% |
| Q2 2021 | $911,000 | -4.3% | 18,361 | -4.5% | 0.15% | -14.6% |
| Q1 2021 | $952,000 | +0.4% | 19,224 | +0.9% | 0.18% | -10.6% |
| Q4 2020 | $948,000 | -4.2% | 19,047 | -4.3% | 0.20% | -28.9% |
| Q3 2020 | $990,000 | -0.3% | 19,904 | +0.0% | 0.28% | -9.4% |
| Q2 2020 | $993,000 | -1.8% | 19,903 | -3.2% | 0.31% | -5.8% |
| Q4 2019 | $1,011,000 | – | 20,551 | – | 0.33% | – |
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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% |