McBroom & Associates, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 417 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
McBroom & Associates, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$320,873
+50.6%
6,830
+47.5%
0.35%
+45.0%
Q3 2022$213,000
-2.7%
4,6300.0%0.24%
+0.8%
Q2 2022$219,000
-1.8%
4,630
-1.7%
0.24%
+20.2%
Q1 2022$223,000
-5.1%
4,710
-1.3%
0.20%
+11.9%
Q4 2021$235,0004,7700.18%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Quent Capital, LLC 872,583$41,395,3804.84%
AUA CAPITAL MANAGEMENT, LLC 109,375$5,188,7502.99%
HTLF Bank 519,325$24,636,7782.83%
Leisure Capital Management 101,812$4,829,9622.42%
MONEYWISE, INC. 87,075$4,130,8352.24%
Kades & Cheifetz LLC 66,882$3,172,8752.03%
Clifford Group, LLC 49,613$2,353,6471.94%
RiverGlades Family Offices LLC 47,765$2,258,3441.80%
Aquire Wealth Advisors, LLC 92,329$4,380,0881.53%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,394,713$66,165,1851.51%
View complete list of SPDR SER TR shareholders