TCI Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 443 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
TCI Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$43,366
+1.2%
9120.0%0.01%0.0%
Q4 2022$42,846
+2.0%
9120.0%0.01%
-14.3%
Q3 2022$42,000
-2.3%
9120.0%0.01%0.0%
Q2 2022$43,0000.0%9120.0%0.01%
+16.7%
Q1 2022$43,000
-4.4%
9120.0%0.01%
-14.3%
Q4 2021$45,000
-4.3%
912
-3.6%
0.01%0.0%
Q3 2021$47,000
+4.4%
946
+3.7%
0.01%
-12.5%
Q2 2021$45,0000.0%9120.0%0.01%
-57.9%
Q1 2021$45,0000.0%9120.0%0.02%
-5.0%
Q4 2020$45,0000.0%9120.0%0.02%
+11.1%
Q3 2020$45,0000.0%9120.0%0.02%
-5.3%
Q2 2020$45,000
-30.8%
912
-31.4%
0.02%
-40.6%
Q1 2020$65,0000.0%1,3300.0%0.03%
+28.0%
Q4 2019$65,0000.0%1,3300.0%0.02%
-13.8%
Q3 2019$65,0000.0%1,3300.0%0.03%0.0%
Q2 2019$65,000
+1.6%
1,3300.0%0.03%
+3.6%
Q1 2019$64,0000.0%1,3300.0%0.03%
-9.7%
Q4 2018$64,000
+433.3%
1,330
+432.0%
0.03%
+520.0%
Q3 2018$12,000
-97.6%
250
-97.6%
0.01%
-97.8%
Q2 2018$503,000
+478.2%
10,476
+474.0%
0.22%
+460.0%
Q1 2018$87,000
-46.3%
1,825
-46.1%
0.04%
-43.7%
Q4 2017$162,000
+1520.0%
3,386
+1593.0%
0.07%
+1320.0%
Q3 2016$10,0000.0%2000.0%0.01%
-16.7%
Q2 2016$10,0002000.01%
Other shareholders
SPDR SER TR shareholders Q3 2022
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