Allen Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 453 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Allen Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$4,477,000
-3.8%
94,5830.0%0.06%
+3.4%
Q4 2021$4,652,000
-0.4%
94,5830.0%0.06%
-9.4%
Q3 2021$4,672,000
-0.3%
94,5830.0%0.06%
+1.6%
Q2 2021$4,688,0000.0%94,5830.0%0.06%
-12.5%
Q1 2021$4,688,000
+1.6%
94,583
+2.0%
0.07%
-7.7%
Q4 2020$4,616,000
-0.2%
92,7160.0%0.08%
-9.3%
Q3 2020$4,624,0000.0%92,7160.0%0.09%
-11.3%
Q2 2020$4,624,000
+2.0%
92,7160.0%0.10%
-28.7%
Q1 2020$4,534,000
-0.4%
92,7160.0%0.14%
+24.8%
Q4 2019$4,553,000
+0.2%
92,7160.0%0.11%
-9.2%
Q3 2019$4,542,000
+19.9%
92,716
+19.8%
0.12%
+11.1%
Q2 2019$3,787,000
+0.9%
77,3910.0%0.11%
-8.5%
Q1 2019$3,752,000
+0.9%
77,3910.0%0.12%
-21.3%
Q4 2018$3,719,000
+110.1%
77,391
+108.5%
0.15%
+145.9%
Q3 2018$1,770,000
-0.6%
37,1110.0%0.06%
-10.3%
Q2 2018$1,781,000
+1.8%
37,111
+1.4%
0.07%
-6.8%
Q1 2018$1,750,000
-2.2%
36,586
-0.6%
0.07%
-11.0%
Q3 2017$1,789,000
+0.2%
36,8160.0%0.08%
-4.7%
Q2 2017$1,786,000
+0.2%
36,8160.0%0.09%
-6.5%
Q1 2017$1,783,000
+2.1%
36,816
+1.1%
0.09%
-12.4%
Q4 2016$1,746,00036,4200.10%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Alaska Wealth Advisors 759,066$35,091,6215.59%
Quent Capital, LLC 750,027$34,673,7665.41%
Kades & Cheifetz LLC 138,823$6,417,7785.08%
Ackerman Capital Advisors, LLC 332,114$15,353,6304.28%
AUA CAPITAL MANAGEMENT, LLC 102,428$4,735,2463.42%
MONEYWISE, INC. 114,736$5,304,2383.33%
Leisure Capital Management 120,703$5,580,1003.21%
ALTFEST L J & CO INC 431,256$19,9373.14%
Tilson Financial Group, Inc. 68,578$3,1702.49%
DUBUQUE BANK & TRUST CO 390,306$18,043,8462.41%
View complete list of SPDR SER TR shareholders