Lumature Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 453 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lumature Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$333,000
-39.3%
7,216
-37.8%
0.18%
-27.3%
Q2 2022$549,000
-28.7%
11,610
-28.6%
0.24%
-20.7%
Q1 2022$770,000
-30.9%
16,262
-28.2%
0.31%
-28.6%
Q4 2021$1,114,000
-30.2%
22,655
-29.9%
0.43%
-33.7%
Q3 2021$1,597,000
-47.7%
32,334
-47.6%
0.65%
-48.3%
Q2 2021$3,056,000
+4.3%
61,672
+4.4%
1.26%
-17.9%
Q1 2021$2,929,000
+2562.7%
59,101
+2569.4%
1.54%
+1380.8%
Q4 2020$110,0002,2140.10%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Alaska Wealth Advisors 759,066$35,091,6215.59%
Quent Capital, LLC 750,027$34,673,7665.41%
Kades & Cheifetz LLC 138,823$6,417,7785.08%
Ackerman Capital Advisors, LLC 332,114$15,353,6304.28%
AUA CAPITAL MANAGEMENT, LLC 102,428$4,735,2463.42%
MONEYWISE, INC. 114,736$5,304,2383.33%
Leisure Capital Management 120,703$5,580,1003.21%
ALTFEST L J & CO INC 431,256$19,9373.14%
Tilson Financial Group, Inc. 68,578$3,1702.49%
DUBUQUE BANK & TRUST CO 390,306$18,043,8462.41%
View complete list of SPDR SER TR shareholders