SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 14 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,304 | -22.1% | 9,243 | -20.7% | 0.14% | -15.4% |
| Q2 2023 | $548,744 | -11.1% | 11,663 | -10.1% | 0.16% | -14.3% |
| Q1 2023 | $616,961 | +1.2% | 12,975 | 0.0% | 0.19% | -3.1% |
| Q4 2022 | $609,566 | +1.9% | 12,975 | 0.0% | 0.20% | -8.0% |
| Q3 2022 | $598,000 | -2.4% | 12,975 | 0.0% | 0.21% | -1.4% |
| Q2 2022 | $613,000 | +76.1% | 12,975 | +76.3% | 0.22% | +102.8% |
| Q1 2022 | $348,000 | -15.5% | 7,358 | -12.2% | 0.11% | -15.2% |
| Q4 2021 | $412,000 | – | 8,379 | – | 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% |