Ellevest, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 467 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Ellevest, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$190
-86.7%
4
-86.7%
0.00%
Q4 2022$1,42630
+650.0%
0.00%
Q3 2022$0
-100.0%
4
-100.0%
0.00%
-100.0%
Q2 2022$2,740,000
+87.2%
57,984
+87.1%
0.26%
+107.3%
Q1 2022$1,464,000
+28.4%
30,998
+33.8%
0.12%
+22.8%
Q4 2021$1,140,000
-0.4%
23,1760.0%0.10%
-9.0%
Q3 2021$1,145,000
-2.1%
23,176
-1.7%
0.11%
-4.3%
Q2 2021$1,169,0000.0%23,5800.0%0.12%
-17.7%
Q1 2021$1,169,000
-0.4%
23,5800.0%0.14%
-18.0%
Q4 2020$1,174,00023,580
+589400.0%
0.17%
Q3 2020$040.0%0.00%
Q2 2020$040.0%0.00%
Q1 2020$0
-100.0%
4
-99.7%
0.00%
-100.0%
Q4 2019$59,0001,194
+23780.0%
0.02%
Q3 2019$0
-100.0%
5
-99.9%
0.00%
-100.0%
Q1 2019$9,244,000
+15.6%
4,217
-97.5%
4.40%
+8.5%
Q4 2018$7,996,000166,3154.06%
Other shareholders
SPDR SER TR shareholders Q4 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