Capital Directions Investment Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 462 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$193,464
+486.3%
4,1180.07%
+453.8%
Q3 2022$33,000
-2.9%
0
-100.0%
0.01%
+18.2%
Q2 2022$34,000
-73.6%
718
-73.7%
0.01%
-71.8%
Q1 2022$129,000
+1512.5%
2,726
+1681.7%
0.04%
+1850.0%
Q3 2021$8,0001530.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
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