SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 397 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,849 | -53.3% | 12,759 | -52.5% | 0.04% | -52.0% |
| Q2 2023 | $1,263,387 | +40.3% | 26,852 | +41.8% | 0.08% | +31.6% |
| Q1 2023 | $900,740 | +28048.1% | 18,943 | -72.2% | 0.06% | -71.9% |
| Q4 2022 | $3,200 | -99.7% | 68,108 | +175.8% | 0.20% | +150.6% |
| Q3 2022 | $1,138,000 | +70.6% | 24,698 | +74.9% | 0.08% | +76.1% |
| Q2 2022 | $667,000 | +146.1% | 14,118 | +152.1% | 0.05% | +58.6% |
| Q1 2019 | $271,000 | – | 5,600 | – | 0.03% | – |
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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% |