WBH ADVISORY INC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 467 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$581,000
-14.2%
12,233
-15.5%
0.08%
-6.0%
Q1 2022$677,000
-27.0%
14,484
-23.2%
0.08%
-21.7%
Q4 2021$928,000
+245.0%
18,870
+241.8%
0.11%
+68.3%
Q1 2020$269,000
-0.7%
5,5200.0%0.06%
+14.5%
Q4 2019$271,0005,5200.06%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 869,037$43,269,00032.36%
Biltmore Wealth Management, LLC 1,168,991$58,204,00030.07%
Alaska Wealth Advisors 601,897$29,968,0006.11%
Relaxing Retirement Coach 103,302$5,143,0005.62%
Sunflower Bank, N.A. 519,924$25,887,0004.44%
AUA CAPITAL MANAGEMENT, LLC 120,194$5,984,0004.27%
Newport Capital Group, LLC 83,944$4,180,0003.60%
Leisure Capital Management 106,177$5,287,0003.44%
Syverson Strege & Co 71,732$3,572,0003.41%
Pacific Edge Advisors, LLC 128,950$6,420,0003.34%
View complete list of SPDR SER TR shareholders