Colonial Trust Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 448 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Colonial Trust Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$462,300
-1.7%
10,0000.0%0.05%
+1.9%
Q2 2023$470,500
-1.1%
10,0000.0%0.05%
-7.1%
Q1 2023$475,500
+1.2%
10,0000.0%0.06%
-3.4%
Q4 2022$469,800
+1.9%
10,0000.0%0.06%
-6.5%
Q3 2022$461,00010,0000.06%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Plancorp, LLC 2,364,145$113,340,00032.28%
CAPRIN ASSET MANAGEMENT LLC /ADV 688,402$33,004,00026.03%
Premise Capital, LLC 823,613$39,484,00023.23%
Gateway Advisory, LLC 404,522$19,393,0006.68%
CMH Wealth Management LLC 148,493$7,162,0006.27%
CHATHAM CAPITAL GROUP, INC. 445,840$21,374,0006.24%
Johnson Financial Group, LLC 127,230$6,099,0004.88%
Karpus Management, Inc. 1,731,728$83,019,0004.77%
GenTrust, LLC 459,386$22,030,0004.42%
Wealthcare Advisory Partners LLC 121,371$5,819,0003.44%
View complete list of SPDR SER TR shareholders