Patriot Financial Group Insurance Agency, 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
Patriot Financial Group Insurance Agency, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$209,000
+122.3%
4,432
+123.3%
0.04%
+147.1%
Q1 2022$94,000
+44.6%
1,985
+50.4%
0.02%
+54.5%
Q4 2021$65,0000.0%1,320
+0.1%
0.01%
-8.3%
Q3 2021$65,000
-13.3%
1,319
-12.9%
0.01%
-14.3%
Q2 2021$75,000
+7.1%
1,514
+7.5%
0.01%
-12.5%
Q1 2021$70,000
-29.3%
1,409
-29.3%
0.02%
-36.0%
Q4 2020$99,000
+25.3%
1,994
+25.3%
0.02%
-3.8%
Q3 2020$79,000
-3.7%
1,592
-3.6%
0.03%
-16.1%
Q2 2020$82,000
+3.8%
1,651
+2.8%
0.03%
-13.9%
Q1 2020$79,0001,6060.04%
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