Avidian Wealth Solutions, 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
Avidian Wealth Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$367,406
-96.0%
7,820
-96.0%
0.02%
-96.3%
Q2 2022$9,269,000
+441.7%
196,118
+442.6%
0.66%
+524.8%
Q1 2022$1,711,000
-24.0%
36,143
-21.0%
0.10%
-25.0%
Q4 2021$2,250,00045,7440.14%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 835,523$41,275,00031.75%
Biltmore Wealth Management, LLC 716,505$35,395,00014.16%
Relaxing Retirement Coach 160,023$7,905,0006.48%
Pacific Edge Advisors, LLC 186,980$9,237,0004.49%
Sunflower Bank, N.A. 601,284$29,703,0004.19%
Newport Capital Group, LLC 107,446$5,308,0004.10%
Leisure Capital Management 153,135$7,565,0004.07%
Aurora Private Wealth, Inc. 188,793$9,326,0003.78%
AUA CAPITAL MANAGEMENT, LLC 116,195$5,740,0003.63%
ALTFEST L J & CO INC 338,263$16,710,0003.50%
View complete list of SPDR SER TR shareholders