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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $290,000 | -15.9% | 6,128 | -12.9% | 0.09% | -6.5% |
| Q4 2021 | $345,000 | +35.8% | 7,034 | +36.4% | 0.09% | +64.3% |
| Q3 2021 | $254,000 | -0.4% | 5,158 | +0.1% | 0.06% | +16.7% |
| Q2 2021 | $255,000 | -11.8% | 5,152 | -11.7% | 0.05% | -14.3% |
| Q1 2021 | $289,000 | +26.8% | 5,835 | +27.3% | 0.06% | +36.6% |
| Q4 2020 | $228,000 | 0.0% | 4,585 | +0.1% | 0.04% | -12.8% |
| Q3 2020 | $228,000 | -0.4% | 4,580 | -0.3% | 0.05% | -6.0% |
| Q2 2020 | $229,000 | +0.4% | 4,595 | -1.6% | 0.05% | -10.7% |
| Q1 2020 | $228,000 | +14.0% | 4,669 | +14.5% | 0.06% | +27.3% |
| Q3 2019 | $200,000 | +92.3% | 4,079 | +88.1% | 0.04% | +69.2% |
| Q4 2017 | $104,000 | – | 2,168 | – | 0.03% | – |
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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% |