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 | $5,209,115 | +143560.1% | 112,678 | +47.7% | 0.03% | -3.6% |
| Q4 2022 | $3,626 | -99.8% | 76,296 | +141.4% | 0.03% | +133.3% |
| Q2 2022 | $1,501,000 | -22.1% | 31,601 | -23.1% | 0.01% | -14.3% |
| Q1 2022 | $1,926,000 | +130.1% | 41,115 | +138.7% | 0.01% | +133.3% |
| Q4 2021 | $837,000 | -56.7% | 17,223 | -56.3% | 0.01% | -66.7% |
| Q1 2020 | $1,931,000 | -27.7% | 39,432 | -28.7% | 0.02% | -21.7% |
| Q4 2018 | $2,670,000 | +437.2% | 55,334 | +429.9% | 0.02% | +475.0% |
| Q3 2018 | $497,000 | -43.4% | 10,442 | -42.8% | 0.00% | -33.3% |
| Q2 2018 | $878,000 | +0.2% | 18,268 | -0.6% | 0.01% | 0.0% |
| Q1 2018 | $876,000 | -78.6% | 18,378 | -78.4% | 0.01% | -77.8% |
| Q4 2017 | $4,094,000 | +538.7% | 85,088 | +544.0% | 0.03% | +440.0% |
| Q3 2017 | $641,000 | -4.5% | 13,212 | -3.9% | 0.01% | 0.0% |
| Q2 2017 | $671,000 | +0.4% | 13,755 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $668,000 | -80.4% | 13,755 | -80.5% | 0.01% | -81.5% |
| Q4 2016 | $3,403,000 | – | 70,662 | – | 0.03% | – |
Download | ||||||
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% |