Summit Financial Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 318 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$548,000
+0.6%
11,1030.0%0.13%
-0.7%
Q3 2019$545,000
-5.1%
11,103
-5.4%
0.13%
-4.3%
Q2 2019$574,000
+1.1%
11,7310.0%0.14%
-6.7%
Q1 2019$568,000
+2.5%
11,731
+1.8%
0.15%
-16.7%
Q4 2018$554,000
-16.6%
11,522
-17.5%
0.18%
-9.1%
Q3 2018$664,000
+100.0%
13,971
+101.2%
0.20%
+78.4%
Q2 2018$332,0000.0%6,9440.0%0.11%
+1.8%
Q1 2018$332,0006,9440.11%
Other shareholders
SPDR SER TR shareholders Q2 2018
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