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 | $1,259,813 | +17897.3% | 27,251 | +70.1% | 0.00% | – |
| Q3 2022 | $7,000 | +40.0% | 16,016 | +38.8% | 0.00% | – |
| Q2 2022 | $5,000 | 0.0% | 11,540 | +0.5% | 0.00% | – |
| Q1 2022 | $5,000 | -28.6% | 11,480 | -14.6% | 0.00% | – |
| Q4 2019 | $7,000 | 0.0% | 13,443 | -1.0% | 0.00% | – |
| Q3 2019 | $7,000 | 0.0% | 13,575 | -2.4% | 0.00% | – |
| Q3 2018 | $7,000 | -30.0% | 13,908 | -33.7% | 0.00% | – |
| Q4 2017 | $10,000 | 0.0% | 20,993 | +0.5% | 0.00% | – |
| Q1 2017 | $10,000 | – | 20,884 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPRIN ASSET MANAGEMENT LLC /ADV | 835,523 | $41,275,000 | 31.75% |
| Biltmore Wealth Management, LLC | 716,505 | $35,395,000 | 14.16% |
| Relaxing Retirement Coach | 160,023 | $7,905,000 | 6.48% |
| Pacific Edge Advisors, LLC | 186,980 | $9,237,000 | 4.49% |
| Sunflower Bank, N.A. | 601,284 | $29,703,000 | 4.19% |
| Newport Capital Group, LLC | 107,446 | $5,308,000 | 4.10% |
| Leisure Capital Management | 153,135 | $7,565,000 | 4.07% |
| Aurora Private Wealth, Inc. | 188,793 | $9,326,000 | 3.78% |
| AUA CAPITAL MANAGEMENT, LLC | 116,195 | $5,740,000 | 3.63% |
| ALTFEST L J & CO INC | 338,263 | $16,710,000 | 3.50% |