ROPES WEALTH ADVISORS LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 425 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$214,000
-0.5%
4,5380.0%0.04%
+18.9%
Q1 2022$215,000
-3.6%
4,5380.0%0.04%
-5.1%
Q4 2021$223,000
-0.4%
4,5380.0%0.04%
+8.3%
Q3 2021$224,000
-0.4%
4,5380.0%0.04%0.0%
Q2 2021$225,0000.0%4,5380.0%0.04%
-7.7%
Q1 2021$225,000
-0.4%
4,5380.0%0.04%
+11.4%
Q4 2020$226,000
+4420.0%
4,538
+4063.3%
0.04%
+3400.0%
Q2 2020$5,000
-92.2%
109
-91.8%
0.00%
-95.0%
Q4 2016$64,0001,3260.02%
Other shareholders
SPDR SER TR shareholders Q2 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