Arete Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 374 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
Arete Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$289
-100.0%
6,083
-6.0%
0.02%
-11.1%
Q4 2022$303,866,640
+108423.8%
6,468
+6.3%
0.03%0.0%
Q3 2022$280,000
-42.5%
6,083
-41.0%
0.03%
-44.9%
Q2 2022$487,000
-0.2%
10,307
-0.1%
0.05%
+19.5%
Q1 2022$488,000
-7.0%
10,318
-3.3%
0.04%
-8.9%
Q4 2021$525,000
-0.4%
10,6660.0%0.04%
-22.4%
Q3 2021$527,000
+219.4%
10,666
+0.4%
0.06%
+152.2%
Q2 2021$165,000
-68.6%
10,627
+0.1%
0.02%
-65.7%
Q1 2021$526,000
+3.1%
10,614
+3.5%
0.07%
-6.9%
Q4 2020$510,000
-2.5%
10,253
-2.2%
0.07%
-8.9%
Q3 2020$523,000
-8.2%
10,484
-8.3%
0.08%
-20.2%
Q2 2020$570,000
-3.4%
11,428
-5.3%
0.10%
-14.7%
Q1 2020$590,000
-5.8%
12,070
-5.3%
0.12%
+6.4%
Q4 2019$626,000
+0.3%
12,749
+0.0%
0.11%
-8.4%
Q3 2019$624,000
+0.6%
12,743
+0.6%
0.12%
-0.8%
Q2 2019$620,000
-13.3%
12,672
-14.1%
0.12%
-19.5%
Q1 2019$715,000
+13.7%
14,745
+12.7%
0.15%
-2.6%
Q4 2018$629,000
+26.3%
13,083
+25.3%
0.15%
+39.1%
Q3 2018$498,000
+2.9%
10,445
+3.6%
0.11%
-4.3%
Q2 2018$484,000
+0.4%
10,078
+0.1%
0.12%
-28.1%
Q1 2018$482,00010,0720.16%
Other shareholders
SPDR SER TR shareholders Q4 2019
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