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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,588,000 | +2.0% | 118,074 | +6.0% | 4.19% | +3.1% |
| Q4 2021 | $5,481,000 | +3.3% | 111,402 | +3.7% | 4.06% | -0.9% |
| Q3 2021 | $5,308,000 | +2.5% | 107,446 | +2.8% | 4.10% | -0.0% |
| Q2 2021 | $5,178,000 | +8.3% | 104,475 | +8.3% | 4.10% | +2.9% |
| Q1 2021 | $4,782,000 | +14.4% | 96,493 | +14.9% | 3.98% | +10.6% |
| Q4 2020 | $4,180,000 | – | 83,944 | – | 3.60% | – |
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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% |