Visionary Wealth Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 462 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Visionary Wealth Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$251,543
-1.7%
5,441
+0.1%
0.02%0.0%
Q2 2023$255,810
-90.5%
5,437
-90.4%
0.02%
-91.2%
Q1 2023$2,686,692
+97491.4%
56,502
-3.6%
0.23%
-10.2%
Q4 2022$2,753
-99.9%
58,591
+5.4%
0.25%
+7.6%
Q2 2022$2,628,000
+8.4%
55,600
+8.5%
0.24%
+21.0%
Q1 2022$2,425,000
+9.3%
51,235
+13.6%
0.20%
+7.1%
Q4 2021$2,218,000
-10.6%
45,102
-10.2%
0.18%
-28.6%
Q3 2021$2,480,000
+2.3%
50,200
+2.6%
0.26%
+4.5%
Q2 2021$2,424,000
+4.5%
48,912
+4.5%
0.24%0.0%
Q1 2021$2,319,000
-13.5%
46,795
-13.1%
0.24%
-18.9%
Q4 2020$2,682,00053,8570.30%
Other shareholders
SPDR SER TR shareholders Q4 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