Avalon Trust Co - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 419 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Avalon Trust Co ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$470,500
-1.1%
10,0000.0%0.04%
-8.5%
Q1 2023$475,50010,0000.05%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 859,833$42,046,00032.94%
Biltmore Wealth Management, LLC 1,338,843$65,751,00031.44%
AUA CAPITAL MANAGEMENT, LLC 123,950$6,061,0005.74%
CHATHAM CAPITAL GROUP, INC. 316,203$15,462,0004.56%
Leisure Capital Management 83,857$4,101,0003.95%
Astoria Strategic Wealth, Inc. 88,628$4,334,0003.33%
Alaska Wealth Advisors 244,356$11,949,0003.31%
MONEYWISE, INC. 76,622$3,747,0003.30%
RWA WEALTH PARTNERS, LLC 458,516$22,421,0003.18%
BAILARD, INC. 900,554$44,037,0003.14%
View complete list of SPDR SER TR shareholders