Birchcreek Wealth Management, 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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2021
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