O'SHAUGHNESSY ASSET MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 424 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$69,206
-74.9%
1,497
-74.2%
0.00%
-75.0%
Q1 2023$275,885
+1.4%
5,802
+0.2%
0.00%0.0%
Q4 2022$272,155
+2.3%
5,793
+0.3%
0.00%
-20.0%
Q3 2022$266,000
-2.6%
5,777
+0.2%
0.01%0.0%
Q2 2022$273,0005,7680.01%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Opal Wealth Advisors, LLC 1,004,803$47,778,37527.90%
Biltmore Wealth Management, LLC 682,672$32,461,03513.08%
Quent Capital, LLC 552,651$26,278,5314.48%
Ackerman Capital Advisors, LLC 339,390$16,137,9954.18%
Axiom Financial Strategies, LLC 151,557$7,206,5544.01%
Alaska Wealth Advisors 450,253$21,409,5303.58%
AUA CAPITAL MANAGEMENT, LLC 105,681$5,025,1323.39%
ALTFEST L J & CO INC 450,757$21,4333.36%
Smart Money Group LLC 122,221$5,771,2922.90%
Wealth CMT 48,771$2,3192.58%
View complete list of SPDR SER TR shareholders