WFA of San Diego, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 431 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$18,074
-1.0%
383
-3.0%
0.02%
-15.8%
Q3 2023$18,261
-1.7%
3950.0%0.02%
+5.6%
Q2 2023$18,585
-20.1%
395
-20.2%
0.02%0.0%
Q4 2022$23,255
+1.1%
4950.0%0.02%
-10.0%
Q2 2022$23,0004950.02%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Plancorp, LLC 2,364,145$113,340,00032.28%
CAPRIN ASSET MANAGEMENT LLC /ADV 688,402$33,004,00026.03%
Premise Capital, LLC 823,613$39,484,00023.23%
Gateway Advisory, LLC 404,522$19,393,0006.68%
CMH Wealth Management LLC 148,493$7,162,0006.27%
CHATHAM CAPITAL GROUP, INC. 445,840$21,374,0006.24%
Johnson Financial Group, LLC 127,230$6,099,0004.88%
Karpus Management, Inc. 1,731,728$83,019,0004.77%
GenTrust, LLC 459,386$22,030,0004.42%
Wealthcare Advisory Partners LLC 121,371$5,819,0003.44%
View complete list of SPDR SER TR shareholders