Corient Private Wealth LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 397 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$242,323
-1.7%
5,242
+0.0%
0.00%0.0%
Q2 2023$246,523
-1.0%
5,240
+0.0%
0.00%0.0%
Q1 2023$249,059
+5.3%
5,238
+4.1%
0.00%0.0%
Q4 2022$236,4795,0340.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 835,523$41,275,00031.75%
Biltmore Wealth Management, LLC 716,505$35,395,00014.16%
Relaxing Retirement Coach 160,023$7,905,0006.48%
Pacific Edge Advisors, LLC 186,980$9,237,0004.49%
Sunflower Bank, N.A. 601,284$29,703,0004.19%
Newport Capital Group, LLC 107,446$5,308,0004.10%
Leisure Capital Management 153,135$7,565,0004.07%
Aurora Private Wealth, Inc. 188,793$9,326,0003.78%
AUA CAPITAL MANAGEMENT, LLC 116,195$5,740,0003.63%
ALTFEST L J & CO INC 338,263$16,710,0003.50%
View complete list of SPDR SER TR shareholders