Surevest, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 376 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$220,000
+0.5%
4,488
+0.5%
0.09%
-13.0%
Q3 2019$219,000
+0.5%
4,467
+0.4%
0.11%
-4.4%
Q2 2019$218,000
+1.4%
4,451
+0.3%
0.11%
-14.4%
Q1 2019$215,000
+0.9%
4,436
+0.2%
0.13%
-21.4%
Q4 2018$213,0004,4250.17%
Other shareholders
SPDR SER TR shareholders Q4 2019
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