SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 419 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $204,798 | +1.2% | 4,307 | 0.0% | 0.17% | +31.5% |
| Q4 2022 | $202,343 | -78.0% | 4,307 | -78.4% | 0.13% | -88.0% |
| Q3 2022 | $918,000 | -3.3% | 19,922 | -0.7% | 1.06% | -10.5% |
| Q2 2022 | $949,000 | -0.1% | 20,070 | 0.0% | 1.18% | +3.0% |
| Q1 2022 | $950,000 | -9.2% | 20,070 | -5.6% | 1.15% | -8.0% |
| Q4 2021 | $1,046,000 | +3.9% | 21,262 | +4.3% | 1.25% | -12.0% |
| Q3 2021 | $1,007,000 | – | 20,389 | – | 1.42% | – |
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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% |