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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,020 | -1.7% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $12,233 | -31.4% | 260 | -30.7% | 0.01% | -36.4% |
| Q1 2023 | $17,831 | -22.5% | 375 | -23.8% | 0.01% | -26.7% |
| Q4 2022 | $23,000 | -37.8% | 492 | -38.0% | 0.02% | -44.4% |
| Q3 2022 | $37,000 | -17.8% | 794 | -16.7% | 0.03% | -18.2% |
| Q2 2022 | $45,000 | 0.0% | 953 | 0.0% | 0.03% | -5.7% |
| Q1 2022 | $45,000 | -42.3% | 953 | -39.7% | 0.04% | -40.7% |
| Q4 2021 | $78,000 | – | 1,581 | – | 0.06% | – |
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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% |