Sowell Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 357 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$36,000
+200.0%
721
+200.4%
0.00%0.0%
Q3 2020$12,000
-45.5%
240
-46.2%
0.00%0.0%
Q2 2020$22,000
+175.0%
446
+159.3%
0.00%0.0%
Q4 2019$8,000
-78.4%
172
-77.0%
0.00%
-66.7%
Q3 2019$37,000
-96.0%
749
-96.1%
0.00%
-97.7%
Q4 2018$914,00019,0120.13%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 407,599$18,786,26027.00%
Opal Wealth Advisors, LLC 579,021$26,687,00019.48%
Biltmore Wealth Management, LLC 701,994$32,355,00014.86%
Sunflower Bank, N.A. 604,938$27,882,0006.32%
Leisure Capital Management 163,024$7,514,0004.55%
Axiom Financial Strategies, LLC 162,519$7,491,0003.98%
Alaska Wealth Advisors 432,129$19,917,0003.89%
Ackerman Capital Advisors, LLC 294,607$13,578,0003.86%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 850,118$39,182,0003.76%
Quent Capital, LLC 393,498$18,136,0003.76%
View complete list of SPDR SER TR shareholders