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 | $207,064 | -4.8% | 4,479 | -3.1% | 0.27% | -10.6% |
Q2 2023 | $217,418 | -12.3% | 4,621 | -12.4% | 0.30% | -14.7% |
Q4 2022 | $247,960 | -6.1% | 5,278 | -7.8% | 0.35% | -11.5% |
Q3 2022 | $264,000 | +21.7% | 5,722 | +23.6% | 0.40% | +54.4% |
Q1 2022 | $217,000 | -41.7% | 4,629 | -38.8% | 0.26% | -39.5% |
Q4 2021 | $372,000 | – | 7,564 | – | 0.43% | – |
Download |
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% |