SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 431 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $46,000 | -96.9% | 1,000 | -96.8% | 0.01% | -96.7% |
| Q2 2022 | $1,491,000 | +14810.0% | 31,549 | +14923.3% | 0.24% | +12150.0% |
| Q1 2022 | $10,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | -54.5% | 210 | -52.6% | 0.00% | -50.0% |
| Q2 2021 | $22,000 | -8.3% | 443 | -8.8% | 0.00% | -20.0% |
| Q1 2021 | $24,000 | -71.1% | 486 | -70.7% | 0.01% | -72.2% |
| Q4 2020 | $83,000 | +730.0% | 1,658 | +689.5% | 0.02% | +800.0% |
| Q3 2020 | $10,000 | -89.8% | 210 | -89.4% | 0.00% | -93.3% |
| Q2 2020 | $98,000 | +790.9% | 1,972 | +764.9% | 0.03% | +275.0% |
| Q1 2017 | $11,000 | -92.4% | 228 | -92.4% | 0.01% | -93.2% |
| Q4 2016 | $144,000 | – | 3,005 | – | 0.12% | – |
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% |