SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 431 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,506 | -0.2% | 5,159 | +1.6% | 0.01% | 0.0% |
| Q2 2023 | $238,926 | -35.7% | 5,078 | -35.1% | 0.01% | -35.7% |
| Q1 2023 | $371,793 | +2655564.3% | 7,819 | +2515.1% | 0.01% | +1300.0% |
| Q4 2022 | $14 | -99.9% | 299 | -3.9% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -96.6% | 311 | -96.4% | 0.00% | -94.1% |
| Q2 2022 | $407,000 | -29.2% | 8,611 | -29.1% | 0.02% | +13.3% |
| Q1 2022 | $575,000 | -3.8% | 12,152 | 0.0% | 0.02% | +15.4% |
| Q4 2021 | $598,000 | -0.3% | 12,152 | 0.0% | 0.01% | -18.8% |
| Q3 2021 | $600,000 | -0.3% | 12,152 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $602,000 | 0.0% | 12,152 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $602,000 | – | 12,152 | – | 0.02% | – |
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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% |