Sightline Wealth Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SHMXXXX and the CUSIP is 78464A425. A total of 3 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sightline Wealth Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2022$513,000
-36.0%
11,124
-34.3%
0.60%
-9.6%
Q1 2022$801,000
-3.8%
16,931
+0.0%
0.67%
-10.6%
Q4 2021$833,000
+21.8%
16,930
+22.6%
0.75%
+18.0%
Q1 2021$684,00013,8080.63%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2021
NameSharesValueWeighting ↓
MENLO ADVISORS LLC 40,561$1,980,0001.82%
PacWest Financial Management Inc 20,064$979,0000.63%
Friedenthal Financial 25,782$628,0000.58%
Colorado Capital Management, Inc. 11,590$565,0000.57%
Freedom Investment Management, Inc. 146,814$7,167,0000.52%
NAPLES GLOBAL ADVISORS, LLC 23,073$1,126,0000.47%
Pinnacle Advisory Group, Inc. 96,694$4,720,0000.45%
1492 Capital Management LLC 6,150$300,0000.25%
Aviance Capital Partners, LLC 5,151$251,0000.09%
Wellington Shields Capital Management, LLC 8,000$391,0000.07%
View complete list of SPDR SERIES TRUST shareholders