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 | $481,741 | +0.9% | 10,421 | +2.7% | 0.02% | -54.3% |
| Q2 2023 | $477,511 | -26.2% | 10,149 | -25.4% | 0.04% | -28.6% |
| Q1 2023 | $647,204 | -1.6% | 13,611 | -2.8% | 0.05% | -9.3% |
| Q4 2022 | $657,720 | -46.0% | 14,000 | -47.0% | 0.05% | -53.0% |
| Q3 2022 | $1,218,000 | -24.1% | 26,428 | -22.2% | 0.12% | -22.3% |
| Q2 2022 | $1,605,000 | -6.4% | 33,958 | -6.3% | 0.15% | +10.4% |
| Q1 2022 | $1,715,000 | +1.5% | 36,252 | +5.5% | 0.13% | +8.9% |
| Q4 2021 | $1,689,000 | – | 34,356 | – | 0.12% | – |
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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% |