BFSG, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 316 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BFSG, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$336
-99.9%
7,150
-7.7%
0.07%
-11.8%
Q3 2022$357,000
-2.5%
7,750
+0.2%
0.08%
+15.2%
Q2 2022$366,0000.0%7,7350.0%0.07%
+13.8%
Q1 2022$366,000
-10.9%
7,735
-7.3%
0.06%
+1.8%
Q4 2021$411,000
-0.2%
8,3470.0%0.06%
-9.5%
Q3 2021$412,000
-0.5%
8,3470.0%0.06%
-6.0%
Q1 2021$414,000
-0.5%
8,3470.0%0.07%
-2.9%
Q4 2020$416,0000.0%8,3470.0%0.07%
-10.4%
Q3 2020$416,000
-17.0%
8,347
-17.0%
0.08%
-28.7%
Q2 2020$501,000
-8.9%
10,052
-10.7%
0.11%
-23.4%
Q1 2020$550,000
-0.5%
11,2520.0%0.14%
+35.6%
Q4 2019$553,000
-3.2%
11,252
-3.4%
0.10%
-18.1%
Q3 2019$571,000
-22.4%
11,652
-22.6%
0.13%
-55.7%
Q2 2019$736,000
+20.9%
15,052
+19.9%
0.29%
+25.9%
Q1 2019$609,000
+96.5%
12,552
+94.5%
0.23%
+61.7%
Q4 2018$310,000
-45.9%
6,452
-46.3%
0.14%
-41.7%
Q3 2018$573,000
-0.7%
12,0170.0%0.24%
-4.7%
Q2 2018$577,000
+0.3%
12,0170.0%0.25%
-0.4%
Q1 2018$575,000
+7.1%
12,017
+7.1%
0.26%
+12.3%
Q4 2017$537,000
-1.5%
11,2170.0%0.23%
-7.7%
Q3 2017$545,000
+1.1%
11,217
+0.9%
0.25%
-7.2%
Q2 2017$539,00011,1170.26%
Other shareholders
SPDR SER TR shareholders Q3 2018
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