SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 467 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,329 | -27.6% | 7,621 | -25.5% | 0.33% | -32.0% |
| Q2 2023 | $486,488 | +5.1% | 10,231 | +5.1% | 0.48% | +2.3% |
| Q1 2023 | $462,713 | -1.8% | 9,731 | -2.9% | 0.47% | -6.9% |
| Q4 2022 | $471,016 | -38.6% | 10,026 | -38.2% | 0.51% | -32.2% |
| Q2 2022 | $767,000 | -8.3% | 16,233 | -4.1% | 0.75% | +7.6% |
| Q3 2021 | $836,000 | -0.4% | 16,927 | +0.0% | 0.70% | +0.3% |
| Q2 2021 | $839,000 | +23.2% | 16,926 | +23.8% | 0.69% | +3.4% |
| Q4 2020 | $681,000 | – | 13,673 | – | 0.67% | – |
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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% |