High Note Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 417 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
High Note Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$235,000
-0.4%
4,783
-5.9%
0.08%
-7.1%
Q3 2021$236,000
-10.6%
5,083
-1.9%
0.08%
-11.5%
Q2 2021$264,000
-2.9%
5,183
-5.7%
0.10%
-9.4%
Q1 2021$272,000
+2.3%
5,495
+2.6%
0.11%
-6.2%
Q4 2020$266,0005,3550.11%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Opal Wealth Advisors, LLC 1,004,803$47,778,37527.90%
Biltmore Wealth Management, LLC 682,672$32,461,03513.08%
Quent Capital, LLC 552,651$26,278,5314.48%
Ackerman Capital Advisors, LLC 339,390$16,137,9954.18%
Axiom Financial Strategies, LLC 151,557$7,206,5544.01%
Alaska Wealth Advisors 450,253$21,409,5303.58%
AUA CAPITAL MANAGEMENT, LLC 105,681$5,025,1323.39%
ALTFEST L J & CO INC 450,757$21,4333.36%
Smart Money Group LLC 122,221$5,771,2922.90%
Wealth CMT 48,771$2,3192.58%
View complete list of SPDR SER TR shareholders