Gradient Investments LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 431 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$9,0000.0%2000.0%0.00%
Q2 2022$9,000
-71.0%
200
-69.1%
0.00%
-100.0%
Q1 2022$31,000
-3.1%
6470.0%0.00%0.0%
Q4 2021$32,0000.0%6470.0%0.00%0.0%
Q3 2021$32,000
-28.9%
647
-28.1%
0.00%0.0%
Q2 2021$45,0000.0%9000.0%0.00%0.0%
Q1 2021$45,0000.0%9000.0%0.00%
-50.0%
Q4 2020$45,0000.0%9000.0%0.00%0.0%
Q3 2020$45,0000.0%9000.0%0.00%0.0%
Q2 2020$45,000
-85.1%
900
-85.4%
0.00%
-87.5%
Q1 2020$302,000
-3.2%
6,178
-2.8%
0.02%
+14.3%
Q4 2019$312,000
+0.3%
6,356
+0.2%
0.01%
-6.7%
Q3 2019$311,000
-10.1%
6,343
-10.3%
0.02%
-16.7%
Q2 2019$346,000
+53.1%
7,072
+51.4%
0.02%
+20.0%
Q1 2019$226,000
-32.5%
4,670
-33.0%
0.02%
-25.0%
Q4 2018$335,000
-2.3%
6,969
-3.1%
0.02%
+11.1%
Q3 2018$343,000
-0.3%
7,194
+0.4%
0.02%0.0%
Q2 2018$344,000
-5.5%
7,164
-5.8%
0.02%
-10.0%
Q1 2018$364,000
+4.9%
7,605
+4.9%
0.02%0.0%
Q4 2017$347,000
-7.7%
7,249
-6.4%
0.02%
-16.7%
Q3 2017$376,000
-16.8%
7,741
-17.0%
0.02%
-25.0%
Q2 2017$452,000
-20.0%
9,321
-20.1%
0.03%
-25.6%
Q1 2017$565,000
-29.5%
11,667
-30.2%
0.04%
-38.6%
Q4 2016$801,000
+8.8%
16,713
+11.0%
0.07%
-2.8%
Q3 2016$736,000
+40.2%
15,060
+40.9%
0.07%
+26.3%
Q2 2016$525,000
+57.2%
10,687
+56.2%
0.06%
+39.0%
Q1 2016$334,0006,8410.04%
Other shareholders
SPDR SER TR shareholders Q3 2021
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