Great Point Wealth Advisors, 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
Great Point Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2020$614,000
-0.2%
12,3440.0%0.26%
-16.7%
Q3 2020$615,0000.0%12,3440.0%0.32%0.0%
Q2 2020$615,000
+2.0%
12,3440.0%0.32%
-37.1%
Q1 2020$603,000
-11.7%
12,344
-11.3%
0.50%
+19.4%
Q4 2019$683,000
+0.3%
13,9110.0%0.42%
-9.1%
Q3 2019$681,000
+6.9%
13,911
+6.8%
0.46%
-9.9%
Q2 2019$637,000
+6.2%
13,025
+5.1%
0.52%
+1.0%
Q1 2019$600,00012,3920.51%
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