SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 425 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,052,870 | -3.5% | 22,775 | -1.8% | 0.03% | -8.3% |
| Q2 2023 | $1,091,160 | -2.0% | 23,192 | -1.0% | 0.04% | -14.3% |
| Q1 2023 | $1,113,585 | -2.4% | 23,419 | -3.6% | 0.04% | -14.3% |
| Q4 2022 | $1,141,163 | +2.0% | 24,290 | +0.0% | 0.05% | -7.5% |
| Q3 2022 | $1,119,000 | -16.0% | 24,279 | -13.9% | 0.05% | -13.1% |
| Q2 2022 | $1,332,000 | -0.1% | 28,184 | +0.0% | 0.06% | +3.4% |
| Q1 2022 | $1,333,000 | -6.6% | 28,172 | -2.9% | 0.06% | -1.7% |
| Q4 2021 | $1,427,000 | +21.4% | 29,021 | +22.0% | 0.06% | -14.3% |
| Q3 2021 | $1,175,000 | -0.2% | 23,778 | +0.1% | 0.07% | -22.2% |
| Q2 2021 | $1,177,000 | +1.2% | 23,755 | +1.2% | 0.09% | -22.4% |
| Q1 2021 | $1,163,000 | +73.1% | 23,472 | +73.8% | 0.12% | -44.0% |
| Q4 2020 | $672,000 | – | 13,502 | – | 0.21% | – |
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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% |