Prestige Wealth Management Group LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 468 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$4,705
-1.1%
1000.0%0.00%0.0%
Q1 2023$4,755
+1.2%
1000.0%0.00%0.0%
Q4 2022$4,698
-83.2%
100
-83.7%
0.00%
-87.5%
Q3 2022$28,000
-3.4%
6130.0%0.01%0.0%
Q2 2022$29,0000.0%6130.0%0.01%
+14.3%
Q1 2022$29,000
-3.3%
6130.0%0.01%0.0%
Q4 2021$30,0000.0%6130.0%0.01%
-12.5%
Q3 2021$30,0000.0%6130.0%0.01%0.0%
Q2 2021$30,0000.0%6130.0%0.01%0.0%
Q1 2021$30,000
-3.2%
6130.0%0.01%0.0%
Q4 2020$31,0000.0%6130.0%0.01%
-11.1%
Q3 2020$31,0000.0%6130.0%0.01%
-18.2%
Q2 2020$31,000
+3.3%
6130.0%0.01%
-15.4%
Q1 2020$30,000
-99.6%
613
-99.6%
0.01%
-99.7%
Q4 2019$7,215,000
-1.3%
146,909
-1.6%
3.95%
-7.8%
Q3 2019$7,313,000
+1.8%
149,268
+1.7%
4.28%
-1.5%
Q2 2019$7,184,000
+2.0%
146,821
+1.0%
4.34%
+0.4%
Q1 2019$7,045,000
+9.2%
145,315
+8.2%
4.33%
-8.9%
Q4 2018$6,454,000134,2984.75%
Other shareholders
SPDR SER TR shareholders Q2 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