BLUE SQUARE ASSET MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 397 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BLUE SQUARE ASSET MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2020$741,000
+247.9%
15,157
+250.1%
0.68%
+312.7%
Q4 2019$213,000
+0.5%
4,3290.0%0.17%
-0.6%
Q3 2019$212,0004,3290.17%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 791,391$37,457,00032.08%
Biltmore Wealth Management, LLC 704,911$33,363,00012.96%
Leisure Capital Management 208,913$9,888,0005.00%
MY Wealth Management Inc. 112,819$5,340,0004.95%
PEAK FINANCIAL ADVISORS LLC 106,978$5,063,0004.34%
Newport Capital Group, LLC 118,074$5,588,0004.19%
Sunflower Bank, N.A. 598,535$28,328,0003.85%
ALTFEST L J & CO INC 382,237$18,091,0003.23%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 831,298$39,345,0003.12%
Anson Capital, Inc. 68,479$3,241,0003.06%
View complete list of SPDR SER TR shareholders