SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 202 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $276,628 | -94.0% | 5,862 | -93.8% | 0.00% | -92.5% |
| Q3 2017 | $4,617,000 | +2.9% | 95,003 | +2.7% | 0.04% | +2.6% |
| Q2 2017 | $4,487,000 | +17.1% | 92,523 | +17.0% | 0.04% | +30.0% |
| Q1 2017 | $3,832,000 | +14.9% | 79,111 | +13.8% | 0.03% | +36.4% |
| Q4 2016 | $3,334,000 | -4.4% | 69,547 | -2.6% | 0.02% | +4.8% |
| Q3 2016 | $3,488,000 | +14.0% | 71,420 | +14.6% | 0.02% | +10.5% |
| Q2 2016 | $3,059,000 | +133.7% | 62,342 | +132.4% | 0.02% | +137.5% |
| Q1 2016 | $1,309,000 | – | 26,821 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plancorp, LLC | 2,364,145 | $113,340,000 | 32.28% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 688,402 | $33,004,000 | 26.03% |
| Premise Capital, LLC | 823,613 | $39,484,000 | 23.23% |
| Gateway Advisory, LLC | 404,522 | $19,393,000 | 6.68% |
| CMH Wealth Management LLC | 148,493 | $7,162,000 | 6.27% |
| CHATHAM CAPITAL GROUP, INC. | 445,840 | $21,374,000 | 6.24% |
| Johnson Financial Group, LLC | 127,230 | $6,099,000 | 4.88% |
| Karpus Management, Inc. | 1,731,728 | $83,019,000 | 4.77% |
| GenTrust, LLC | 459,386 | $22,030,000 | 4.42% |
| Wealthcare Advisory Partners LLC | 121,371 | $5,819,000 | 3.44% |