SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 397 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $294,110 | -1.9% | 6,251 | -0.9% | 0.16% | -7.1% |
| Q1 2023 | $299,803 | -14.4% | 6,305 | -14.9% | 0.17% | -15.5% |
| Q4 2022 | $350,271 | -21.1% | 7,410 | -22.9% | 0.20% | -26.2% |
| Q3 2022 | $444,000 | -16.1% | 9,607 | -14.2% | 0.27% | -15.3% |
| Q2 2022 | $529,000 | -11.1% | 11,200 | -10.9% | 0.32% | +0.9% |
| Q1 2022 | $595,000 | -3.6% | 12,566 | -0.3% | 0.32% | -9.2% |
| Q4 2021 | $617,000 | – | 12,607 | – | 0.35% | – |
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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% |