Long Wharf Investors, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SHMXXXX and the CUSIP is 78464A425. A total of 1 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Long Wharf Investors, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2014$518,000
+0.2%
21,3020.0%0.41%
-8.1%
Q1 2014$517,000
+1.4%
21,302
+1.5%
0.44%
-4.1%
Q4 2013$510,000
+5.4%
20,993
+5.0%
0.46%
+0.2%
Q3 2013$484,000
+1.3%
20,0000.0%0.46%
-1.9%
Q2 2013$478,00020,0000.47%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,016,994$24,693,00010.86%
CHATHAM CAPITAL GROUP, INC. 698,839$16,968,0004.77%
FINANCIAL CONSULATE, INC 262,397$6,371,0004.70%
Leisure Capital Management 161,459$3,920,0003.86%
LBA Wealth Management, LLC 230,600$5,599,0003.52%
BAILARD, INC. 931,555$22,618,0003.50%
Parkside Advisors LLC 203,225$4,934,0003.38%
Smithfield Trust Co 610,548$14,818,0002.92%
3D ASSET MANAGEMENT, INC 360,483$8,753,0002.62%
Live Your Vision, LLC 192,236$4,656,0002.16%
View complete list of SPDR SERIES TRUST shareholders