SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 467 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,460 | -1.7% | 2,000 | 0.0% | 0.08% | +7.0% |
| Q2 2023 | $94,100 | -1.1% | 2,000 | 0.0% | 0.07% | -2.7% |
| Q1 2023 | $95,100 | +1.2% | 2,000 | 0.0% | 0.07% | -6.4% |
| Q4 2022 | $93,960 | +2.1% | 2,000 | 0.0% | 0.08% | -14.3% |
| Q3 2022 | $92,000 | -2.1% | 2,000 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $94,000 | -6.9% | 2,000 | -7.0% | 0.09% | +24.3% |
| Q1 2022 | $101,000 | -32.2% | 2,150 | -29.5% | 0.07% | -22.9% |
| Q4 2021 | $149,000 | – | 3,050 | – | 0.10% | – |
Download | ||||||
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% |