SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 14 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Wealth Strategies & Associates | 39,474 | $1,886,462 | 0.79% |
| FC Advisory LLC | 33,847 | $1,617,525 | 0.62% |
| Symmetry Partners, LLC | 231,288 | $11,053 | 0.60% |
| JUNCTURE WEALTH STRATEGIES, LLC | 27,364 | $1,307,726 | 0.59% |
| First Affirmative Financial Network | 13,484 | $644,387 | 0.52% |
| Boston Standard Wealth Management, LLC | 32,992 | $1,525,000 | 0.40% |
| Apella Capital, LLC | 140,099 | $6,696,755 | 0.37% |
| Agate Pass Investment Management, LLC | 12,302 | $587,928 | 0.34% |
| Curbstone Financial Management Corp | 25,000 | $1,194,750 | 0.27% |
| Versant Capital Management, Inc | 15,774 | $753,832 | 0.22% |
| ST GERMAIN D J CO INC | 66,878 | $3,196,100 | 0.17% |
| BancFirst Trust & Investment Management | 4,226 | $202,129 | 0.09% |
| MASSMUTUAL TRUST CO FSB/ADV | 34,432 | $1,645,505 | 0.06% |
| Bartlett & Co. LLC | 7,686 | $368 | 0.01% |
External links
This page lists SPDR SER TR's shareholders in Q4 2023. To view SPDR SER TR's shareholder history, click here.