55I, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 453 filers reported holding SPDR SER TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 835,523$41,275,00031.75%
Biltmore Wealth Management, LLC 716,505$35,395,00014.16%
Relaxing Retirement Coach 160,023$7,905,0006.48%
Pacific Edge Advisors, LLC 186,980$9,237,0004.49%
Sunflower Bank, N.A. 601,284$29,703,0004.19%
Newport Capital Group, LLC 107,446$5,308,0004.10%
Leisure Capital Management 153,135$7,565,0004.07%
Aurora Private Wealth, Inc. 188,793$9,326,0003.78%
AUA CAPITAL MANAGEMENT, LLC 116,195$5,740,0003.63%
ALTFEST L J & CO INC 338,263$16,710,0003.50%
View complete list of SPDR SER TR shareholders