SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 258 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |