SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 424 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,939,766 | +31.0% | 63,590 | +33.3% | 1.06% | +48.0% |
| Q2 2023 | $2,244,144 | -0.1% | 47,697 | +1.0% | 0.72% | -3.9% |
| Q1 2023 | $2,246,167 | +103029.8% | 47,238 | +1.9% | 0.74% | +0.3% |
| Q4 2022 | $2,178 | -99.9% | 46,355 | +8.8% | 0.74% | +0.5% |
| Q3 2022 | $1,963,000 | +34.3% | 42,598 | +37.7% | 0.74% | +37.7% |
| Q2 2022 | $1,462,000 | -1.0% | 30,929 | -0.9% | 0.54% | +6.6% |
| Q1 2022 | $1,477,000 | +20.8% | 31,208 | +25.5% | 0.50% | +17.2% |
| Q4 2021 | $1,223,000 | – | 24,864 | – | 0.43% | – |
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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% |