SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 453 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Opal Wealth Advisors, LLC | 1,004,803 | $47,778,375 | 27.90% |
Biltmore Wealth Management, LLC | 682,672 | $32,461,035 | 13.08% |
Quent Capital, LLC | 552,651 | $26,278,531 | 4.48% |
Ackerman Capital Advisors, LLC | 339,390 | $16,137,995 | 4.18% |
Axiom Financial Strategies, LLC | 151,557 | $7,206,554 | 4.01% |
Alaska Wealth Advisors | 450,253 | $21,409,530 | 3.58% |
AUA CAPITAL MANAGEMENT, LLC | 105,681 | $5,025,132 | 3.39% |
ALTFEST L J & CO INC | 450,757 | $21,433 | 3.36% |
Smart Money Group LLC | 122,221 | $5,771,292 | 2.90% |
Wealth CMT | 48,771 | $2,319 | 2.58% |