Bison Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 417 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$24,000
-89.2%
517
-88.6%
0.01%
-89.1%
Q4 2021$222,000
-0.4%
4,5170.0%0.13%
+26.5%
Q3 2021$223,000
-0.4%
4,5170.0%0.10%
+4.1%
Q2 2021$224,0000.0%4,5170.0%0.10%
+2.1%
Q1 2021$224,000
-0.4%
4,5170.0%0.10%
-8.6%
Q4 2020$225,0000.0%4,5170.0%0.10%
-20.5%
Q3 2020$225,0000.0%4,5170.0%0.13%
-7.0%
Q2 2020$225,000
+1.8%
4,5170.0%0.14%
-11.2%
Q1 2020$221,000
+27.7%
4,517
+28.4%
0.16%
+92.8%
Q4 2019$173,000
-63.7%
3,517
-64.2%
0.08%
-71.6%
Q1 2019$476,000
+0.8%
9,8170.0%0.29%
-14.9%
Q4 2018$472,000
-16.3%
9,817
-16.9%
0.34%
-7.0%
Q3 2018$564,000
-45.6%
11,817
-45.3%
0.37%
-52.3%
Q2 2018$1,037,000
+154.8%
21,617
+153.8%
0.77%
+149.4%
Q1 2018$407,000
-27.3%
8,517
-27.1%
0.31%
-24.8%
Q4 2017$560,000
-3.4%
11,684
-2.1%
0.41%
-11.2%
Q3 2017$580,000
+6.6%
11,934
+6.3%
0.46%
+3.1%
Q2 2017$544,00011,2230.45%
Other shareholders
SPDR SER TR shareholders Q4 2020
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