Agate Pass Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 14 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Agate Pass Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$587,928
+167.2%
12,302
+164.6%
0.34%
+120.0%
Q2 2022$220,0004,6500.16%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 791,391$37,457,00032.08%
Biltmore Wealth Management, LLC 704,911$33,363,00012.96%
Leisure Capital Management 208,913$9,888,0005.00%
MY Wealth Management Inc. 112,819$5,340,0004.95%
PEAK FINANCIAL ADVISORS LLC 106,978$5,063,0004.34%
Newport Capital Group, LLC 118,074$5,588,0004.19%
Sunflower Bank, N.A. 598,535$28,328,0003.85%
ALTFEST L J & CO INC 382,237$18,091,0003.23%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 831,298$39,345,0003.12%
Anson Capital, Inc. 68,479$3,241,0003.06%
View complete list of SPDR SER TR shareholders