LVW Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 258 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2018$491,000
-49.5%
10,223
-49.7%
0.16%
-48.3%
Q1 2018$972,000
-9.1%
20,327
-8.9%
0.30%
-3.2%
Q4 2017$1,069,000
+105.6%
22,308
+108.7%
0.31%
+51.5%
Q3 2017$520,000
-1.7%
10,691
-2.1%
0.21%
+10.8%
Q2 2017$529,000
+3.1%
10,915
+3.1%
0.19%
+1.1%
Q1 2017$513,000
-6.4%
10,588
-7.5%
0.18%
-4.2%
Q4 2016$548,000
-39.6%
11,441
-38.5%
0.19%
-35.6%
Q3 2016$908,000
-8.3%
18,594
-7.8%
0.30%
-19.9%
Q2 2016$990,000
+1.4%
20,176
+1.0%
0.37%
+19.2%
Q1 2016$976,00019,9830.31%
Other shareholders
SPDR SER TR shareholders Q4 2016
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