Summit Financial, 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
Summit Financial, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$1,514,061
-52.0%
31,841
-52.6%
0.13%
-55.6%
Q4 2022$3,154,560
-98.9%
67,147
+963.1%
0.30%
+960.7%
Q3 2022$291,125,000
+43.1%
6,316
+52.7%
0.03%
+75.0%
Q4 2021$203,408,0004,1360.02%
Other shareholders
SPDR SER TR shareholders Q1 2022
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