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 | $1,062,365 | -6.6% | 22,980 | -4.9% | 0.62% | -3.0% |
| Q2 2023 | $1,136,963 | +42.9% | 24,165 | +44.4% | 0.64% | +36.8% |
| Q1 2023 | $795,464 | -1.8% | 16,729 | -3.0% | 0.47% | -9.3% |
| Q4 2022 | $810,217 | -36.6% | 17,246 | -37.7% | 0.52% | -41.4% |
| Q3 2022 | $1,277,000 | +343.4% | 27,704 | +354.5% | 0.88% | +424.4% |
| Q1 2022 | $288,000 | -80.9% | 6,095 | -80.1% | 0.17% | -82.1% |
| Q3 2021 | $1,510,000 | +130.9% | 30,560 | +131.7% | 0.94% | +133.1% |
| Q2 2021 | $654,000 | -7.9% | 13,187 | -8.0% | 0.40% | -13.7% |
| Q1 2021 | $710,000 | – | 14,334 | – | 0.47% | – |
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% |