Sightline Wealth Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SHMXXXX and the CUSIP is 78464A425. A total of 2 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,045,403$25,393,00011.42%
FINANCIAL CONSULATE, INC 415,534$10,093,0006.65%
CHATHAM CAPITAL GROUP, INC. 618,389$15,021,0004.48%
Leisure Capital Management 167,391$4,066,0003.92%
Parkside Advisors LLC 198,346$4,818,0003.48%
LBA Wealth Management, LLC 212,100$5,152,0003.41%
Smithfield Trust Co 573,993$13,942,0002.89%
3D ASSET MANAGEMENT, INC 346,582$8,418,0002.57%
BAILARD, INC. 573,251$13,924,0001.97%
Crestwood Advisors Group, LLC 536,114$13,022,0001.96%
View complete list of SPDR SERIES TRUST shareholders