SPDR SERIES TRUST's ticker is SHMXXXX and the CUSIP is 78464A425. A total of 1 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $205,000 | -1.4% | 8,423 | -1.4% | 0.00% | – |
| Q3 2015 | $208,000 | +0.5% | 8,540 | +0.1% | 0.00% | – |
| Q2 2015 | $207,000 | -2.4% | 8,529 | -2.2% | 0.00% | – |
| Q1 2015 | $212,000 | +0.5% | 8,717 | +0.2% | 0.00% | – |
| Q4 2014 | $211,000 | -2.3% | 8,703 | -1.8% | 0.00% | – |
| Q3 2014 | $216,000 | -0.9% | 8,863 | -1.2% | 0.00% | – |
| Q2 2014 | $218,000 | -2.7% | 8,969 | -2.7% | 0.00% | – |
| Q1 2014 | $224,000 | -75.7% | 9,214 | -75.7% | 0.00% | – |
| Q4 2013 | $923,000 | -2.1% | 37,975 | -2.5% | 0.00% | – |
| Q3 2013 | $943,000 | -4.4% | 38,941 | -5.7% | 0.00% | – |
| Q2 2013 | $986,000 | – | 41,274 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,045,403 | $25,393,000 | 11.42% |
| FINANCIAL CONSULATE, INC | 415,534 | $10,093,000 | 6.65% |
| CHATHAM CAPITAL GROUP, INC. | 618,389 | $15,021,000 | 4.48% |
| Leisure Capital Management | 167,391 | $4,066,000 | 3.92% |
| Parkside Advisors LLC | 198,346 | $4,818,000 | 3.48% |
| LBA Wealth Management, LLC | 212,100 | $5,152,000 | 3.41% |
| Smithfield Trust Co | 573,993 | $13,942,000 | 2.89% |
| 3D ASSET MANAGEMENT, INC | 346,582 | $8,418,000 | 2.57% |
| BAILARD, INC. | 573,251 | $13,924,000 | 1.97% |
| Crestwood Advisors Group, LLC | 536,114 | $13,022,000 | 1.96% |