Birchcreek Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 423 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Birchcreek Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$313,000
-16.8%
6,334
-16.5%
0.29%
-19.3%
Q2 2021$376,000
-13.6%
7,589
-13.5%
0.36%
-21.3%
Q1 2021$435,000
+40.3%
8,770
+40.5%
0.46%
+51.3%
Q4 2020$310,0006,2440.30%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 835,523$41,275,00031.75%
Biltmore Wealth Management, LLC 716,505$35,395,00014.16%
Relaxing Retirement Coach 160,023$7,905,0006.48%
Pacific Edge Advisors, LLC 186,980$9,237,0004.49%
Sunflower Bank, N.A. 601,284$29,703,0004.19%
Newport Capital Group, LLC 107,446$5,308,0004.10%
Leisure Capital Management 153,135$7,565,0004.07%
Aurora Private Wealth, Inc. 188,793$9,326,0003.78%
AUA CAPITAL MANAGEMENT, LLC 116,195$5,740,0003.63%
ALTFEST L J & CO INC 338,263$16,710,0003.50%
View complete list of SPDR SER TR shareholders