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 407,599$18,786,26027.00%
Opal Wealth Advisors, LLC 579,021$26,687,00019.48%
Biltmore Wealth Management, LLC 701,994$32,355,00014.86%
Sunflower Bank, N.A. 604,938$27,882,0006.32%
Leisure Capital Management 163,024$7,514,0004.55%
Axiom Financial Strategies, LLC 162,519$7,491,0003.98%
Alaska Wealth Advisors 432,129$19,917,0003.89%
Ackerman Capital Advisors, LLC 294,607$13,578,0003.86%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 850,118$39,182,0003.76%
Quent Capital, LLC 393,498$18,136,0003.76%
View complete list of SPDR SER TR shareholders