WADDELL & ASSOCIATES, 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
WADDELL & ASSOCIATES, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$377,000
-13.5%
8,182
-11.3%
0.07%
-18.0%
Q2 2022$436,000
-0.2%
9,2240.0%0.09%
+27.1%
Q1 2022$437,000
-3.7%
9,2240.0%0.07%
-2.8%
Q4 2021$454,000
+13.8%
9,224
+14.2%
0.07%
+5.9%
Q3 2021$399,0008,0740.07%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 869,037$43,269,00032.36%
Biltmore Wealth Management, LLC 1,168,991$58,204,00030.07%
Alaska Wealth Advisors 601,897$29,968,0006.11%
Relaxing Retirement Coach 103,302$5,143,0005.62%
Sunflower Bank, N.A. 519,924$25,887,0004.44%
AUA CAPITAL MANAGEMENT, LLC 120,194$5,984,0004.27%
Newport Capital Group, LLC 83,944$4,180,0003.60%
Leisure Capital Management 106,177$5,287,0003.44%
Syverson Strege & Co 71,732$3,572,0003.41%
Pacific Edge Advisors, LLC 128,950$6,420,0003.34%
View complete list of SPDR SER TR shareholders