SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 423 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,336 | -1.6% | 2,884 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $135,469 | -1.8% | 2,879 | -0.7% | 0.01% | -12.5% |
| Q1 2023 | $137,898 | -1.0% | 2,900 | -2.2% | 0.01% | -11.1% |
| Q4 2022 | $139,304 | +14.2% | 2,965 | +15.2% | 0.01% | +12.5% |
| Q3 2022 | $122,000 | 0.0% | 2,573 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $122,000 | -49.4% | 2,573 | -47.5% | 0.01% | -42.9% |
| Q4 2021 | $241,000 | -7.3% | 4,898 | -6.8% | 0.01% | +75.0% |
| Q3 2021 | $260,000 | -16.4% | 5,256 | -16.3% | 0.01% | -20.0% |
| Q2 2021 | $311,000 | -3.7% | 6,280 | -3.6% | 0.01% | -16.7% |
| Q1 2021 | $323,000 | – | 6,513 | – | 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% |