SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 417 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $23,000 | -4.2% | 510 | +0.2% | 0.00% | -25.0% |
| Q2 2022 | $24,000 | 0.0% | 509 | +0.2% | 0.00% | +33.3% |
| Q1 2022 | $24,000 | -4.0% | 508 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $25,000 | +4.2% | 508 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | -4.0% | 506 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +4.2% | 505 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | -4.0% | 504 | +0.2% | 0.00% | -25.0% |
| Q4 2020 | $25,000 | – | 503 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPRIN ASSET MANAGEMENT LLC /ADV | 407,599 | $18,786,260 | 27.00% |
| Opal Wealth Advisors, LLC | 579,021 | $26,687,000 | 19.48% |
| Biltmore Wealth Management, LLC | 701,994 | $32,355,000 | 14.86% |
| Sunflower Bank, N.A. | 604,938 | $27,882,000 | 6.32% |
| Leisure Capital Management | 163,024 | $7,514,000 | 4.55% |
| Axiom Financial Strategies, LLC | 162,519 | $7,491,000 | 3.98% |
| Alaska Wealth Advisors | 432,129 | $19,917,000 | 3.89% |
| Ackerman Capital Advisors, LLC | 294,607 | $13,578,000 | 3.86% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 850,118 | $39,182,000 | 3.76% |
| Quent Capital, LLC | 393,498 | $18,136,000 | 3.76% |