Atria Investments, Inc - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 269 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$2,978,979
+2.0%
63,409
+0.1%
0.06%
-4.7%
Q3 2022$2,921,000
+4.3%
63,370
+6.9%
0.06%
+8.5%
Q2 2022$2,801,000
+282.7%
59,278
+296.2%
0.06%
+5.4%
Q1 2020$732,000
-15.3%
14,961
-15.0%
0.06%
+143.5%
Q4 2019$864,000
-2.4%
17,599
-2.5%
0.02%
-28.1%
Q3 2019$885,000
+5.7%
18,056
+6.4%
0.03%
+3.2%
Q2 2019$837,000
+2.1%
16,973
+0.3%
0.03%
-11.4%
Q1 2019$820,000
-71.3%
16,924
-71.5%
0.04%
-72.2%
Q4 2018$2,853,000
+117.6%
59,369
+116.0%
0.13%
+142.3%
Q3 2018$1,311,000
-45.4%
27,483
-45.0%
0.05%
-50.5%
Q2 2018$2,399,000
+63.2%
49,982
+62.6%
0.10%
+47.9%
Q1 2018$1,470,000
+133.7%
30,731
+134.2%
0.07%
+129.0%
Q4 2017$629,000
-0.6%
13,123
+0.7%
0.03%
-8.8%
Q3 2017$633,000
+0.2%
13,028
+0.0%
0.03%
-12.8%
Q2 2017$632,000
+8.6%
13,026
+8.4%
0.04%
+2.6%
Q1 2017$582,000
-34.1%
12,019
-34.7%
0.04%
-43.3%
Q4 2016$883,000
-45.5%
18,413
-44.5%
0.07%
-55.0%
Q3 2016$1,620,000
+20.3%
33,157
+20.7%
0.15%
+2.8%
Q2 2016$1,347,000
-3.4%
27,469
-3.8%
0.14%
-8.2%
Q1 2016$1,394,00028,5630.16%
Other shareholders
SPDR SER TR shareholders Q3 2017
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