KWMG, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 431 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,435,675
+3.1%
74,317
+4.9%
0.43%
+4.6%
Q2 2023$3,333,022
+1.5%
70,840
+2.6%
0.41%
-6.8%
Q1 2023$3,283,518
+2.3%
69,054
+1.1%
0.44%
-2.9%
Q4 2022$3,209,862
+5.0%
68,324
+3.0%
0.46%
-3.0%
Q3 2022$3,057,000
+2.2%
66,328
+4.8%
0.47%
+4.4%
Q2 2022$2,990,000
+6.7%
63,270
+6.9%
0.45%
+17.2%
Q1 2022$2,802,000
-0.2%
59,194
+3.6%
0.38%
+1.1%
Q4 2021$2,809,000
-13.4%
57,119
-13.0%
0.38%
-19.7%
Q3 2021$3,245,000
+3.1%
65,682
+3.5%
0.47%
+0.2%
Q2 2021$3,146,000
-3.6%
63,464
-3.6%
0.47%
-9.2%
Q1 2021$3,263,000
-1.3%
65,845
-0.9%
0.52%
-12.0%
Q4 2020$3,307,000
-12.5%
66,420
-12.3%
0.59%
-22.6%
Q3 2020$3,778,000
+11.7%
75,752
+11.7%
0.76%
+4.4%
Q2 2020$3,383,000
+29.6%
67,828
+27.1%
0.73%
+4.9%
Q1 2020$2,610,000
+21.5%
53,381
+22.0%
0.70%
+48.2%
Q4 2019$2,149,000
+12.3%
43,763
+12.0%
0.47%
+2.4%
Q3 2019$1,914,000
+1.4%
39,077
+1.3%
0.46%
+1.1%
Q2 2019$1,888,000
+4.8%
38,585
+3.8%
0.46%
+1.8%
Q1 2019$1,802,000
+8.9%
37,179
+8.0%
0.45%
-1.3%
Q4 2018$1,655,000
-18.2%
34,426
-18.8%
0.45%
-12.4%
Q3 2018$2,022,000
+1.8%
42,393
+2.4%
0.52%
-4.8%
Q2 2018$1,986,000
-10.4%
41,387
-10.7%
0.54%
-16.7%
Q1 2018$2,216,000
+21.6%
46,334
+21.9%
0.65%
+18.8%
Q4 2017$1,822,000
-34.7%
38,023
-33.8%
0.55%
-40.3%
Q3 2017$2,790,000
+3.6%
57,409
+3.4%
0.92%
-3.4%
Q2 2017$2,692,000
+9.4%
55,500
+9.3%
0.95%
+0.2%
Q1 2017$2,461,000
+266.2%
50,798
+262.2%
0.95%
+225.3%
Q4 2016$672,000
-46.3%
14,026
-45.2%
0.29%
-52.0%
Q3 2016$1,251,000
+4.4%
25,617
+5.0%
0.61%
-6.2%
Q2 2016$1,198,000
+2.6%
24,402
+2.0%
0.65%
-5.7%
Q1 2016$1,168,00023,9320.69%
Other shareholders
SPDR SER TR shareholders Q3 2021
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