Icon Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 349 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$336,138
-1.7%
7,2710.0%0.04%
+5.6%
Q2 2023$342,101
-1.1%
7,2710.0%0.04%
-5.3%
Q1 2023$345,736
+0.5%
7,2710.0%0.04%
-7.3%
Q2 2022$344,0000.0%7,2710.0%0.04%
+20.6%
Q1 2022$344,000
-3.9%
7,2710.0%0.03%
-5.6%
Q4 2021$358,000
-0.3%
7,2710.0%0.04%
-5.3%
Q3 2021$359,000
-0.3%
7,2710.0%0.04%
-2.6%
Q2 2021$360,0000.0%7,2710.0%0.04%
-13.3%
Q1 2021$360,000
-0.6%
7,2710.0%0.04%
-21.1%
Q4 2020$362,000
-0.3%
7,2710.0%0.06%
-18.6%
Q3 2020$363,0000.0%7,2710.0%0.07%
-20.5%
Q2 2020$363,000
+2.0%
7,2710.0%0.09%
-37.1%
Q1 2020$356,000
-0.3%
7,2710.0%0.14%
+23.9%
Q4 2019$357,000
+0.3%
7,2710.0%0.11%
-7.4%
Q3 2019$356,0000.0%7,2710.0%0.12%
-3.2%
Q2 2019$356,000
+1.1%
7,2710.0%0.13%
-4.5%
Q1 2019$352,000
-38.6%
7,271
-39.0%
0.13%
-52.3%
Q4 2018$573,000
-36.5%
11,927
-37.0%
0.28%
-26.5%
Q3 2018$903,000
+23.0%
18,943
+23.8%
0.38%
+22.0%
Q2 2018$734,000
-29.4%
15,302
-29.6%
0.31%
-44.5%
Q1 2018$1,039,000
-21.0%
21,734
-20.8%
0.56%
-14.4%
Q4 2017$1,315,00027,4570.65%
Other shareholders
SPDR SER TR shareholders Q3 2019
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