SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262 | -1.5% | 5,663 | 0.0% | 0.04% | +23.5% |
| Q2 2023 | $266 | -1.1% | 5,663 | 0.0% | 0.03% | -30.6% |
| Q1 2023 | $269 | -6.3% | 5,663 | -7.2% | 0.05% | -24.6% |
| Q4 2022 | $287 | -99.9% | 6,105 | -98.0% | 0.06% | -9.7% |
| Q3 2022 | $311,000 | -35.1% | 311,029 | +2966.4% | 0.07% | -1.4% |
| Q2 2022 | $479,000 | +3321.4% | 10,143 | -98.5% | 0.07% | +19.7% |
| Q1 2022 | $14,000 | -97.6% | 655,095 | +5385.2% | 0.06% | -20.8% |
| Q4 2021 | $576,000 | +28.9% | 11,943 | +32.1% | 0.08% | +26.2% |
| Q3 2021 | $447,000 | -37.0% | 9,043 | -36.5% | 0.06% | -46.0% |
| Q4 2020 | $709,000 | – | 14,247 | – | 0.11% | – |
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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% |