Everhart Financial Group, Inc. - 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
Everhart Financial Group, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$762,000
+33.2%
16,526
+36.8%
0.42%
+27.5%
Q1 2022$572,000
+160.0%
12,078
+171.8%
0.33%
+119.2%
Q2 2021$220,000
-1.8%
4,443
-1.5%
0.15%
-23.4%
Q1 2021$224,000
-0.4%
4,5110.0%0.20%
-5.3%
Q4 2020$225,0004,5110.21%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 407,599$18,786,26027.00%
Opal Wealth Advisors, LLC 579,021$26,687,00019.48%
Biltmore Wealth Management, LLC 701,994$32,355,00014.86%
Sunflower Bank, N.A. 604,938$27,882,0006.32%
Leisure Capital Management 163,024$7,514,0004.55%
Axiom Financial Strategies, LLC 162,519$7,491,0003.98%
Alaska Wealth Advisors 432,129$19,917,0003.89%
Ackerman Capital Advisors, LLC 294,607$13,578,0003.86%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 850,118$39,182,0003.76%
Quent Capital, LLC 393,498$18,136,0003.76%
View complete list of SPDR SER TR shareholders