SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 14 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $376,081 | -1.7% | 8,135 | 0.0% | 0.37% | +7.2% |
Q2 2023 | $382,752 | -1.1% | 8,135 | 0.0% | 0.35% | -9.8% |
Q1 2023 | $386,819 | +1.2% | 8,135 | 0.0% | 0.39% | -33.5% |
Q4 2022 | $382,159 | +1.9% | 8,135 | 0.0% | 0.58% | +44.8% |
Q3 2022 | $375,000 | -92.9% | 8,135 | -92.7% | 0.40% | -93.0% |
Q2 2022 | $5,292,000 | -0.9% | 111,973 | -0.7% | 5.72% | +15.5% |
Q1 2022 | $5,340,000 | +4.2% | 112,819 | +8.2% | 4.95% | +9.8% |
Q4 2021 | $5,126,000 | – | 104,228 | – | 4.51% | – |
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% |