55I, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 431 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
55I, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$3,516,000
+33.3%
74,286
+38.5%
0.08%
+23.9%
Q4 2021$2,637,000
-71.1%
53,618
-71.0%
0.07%
-75.5%
Q3 2021$9,133,000
+167.6%
184,871
+168.4%
0.27%
+125.6%
Q2 2021$3,413,000
-6.7%
68,872
-6.7%
0.12%
-34.2%
Q1 2021$3,659,00073,8210.18%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 869,037$43,269,00032.36%
Biltmore Wealth Management, LLC 1,168,991$58,204,00030.07%
Alaska Wealth Advisors 601,897$29,968,0006.11%
Relaxing Retirement Coach 103,302$5,143,0005.62%
Sunflower Bank, N.A. 519,924$25,887,0004.44%
AUA CAPITAL MANAGEMENT, LLC 120,194$5,984,0004.27%
Newport Capital Group, LLC 83,944$4,180,0003.60%
Leisure Capital Management 106,177$5,287,0003.44%
Syverson Strege & Co 71,732$3,572,0003.41%
Pacific Edge Advisors, LLC 128,950$6,420,0003.34%
View complete list of SPDR SER TR shareholders