Gateway Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 432 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gateway Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$255,164
-33.7%
5,519
-32.5%
0.05%
-33.3%
Q2 2023$384,619
-6.3%
8,175
-5.3%
0.07%
+9.5%
Q1 2023$410,580
-16.7%
8,635
-17.7%
0.06%
-25.9%
Q4 2022$492,88310,4910.08%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Plancorp, LLC 2,364,145$113,340,00032.28%
CAPRIN ASSET MANAGEMENT LLC /ADV 688,402$33,004,00026.03%
Premise Capital, LLC 823,613$39,484,00023.23%
Gateway Advisory, LLC 404,522$19,393,0006.68%
CMH Wealth Management LLC 148,493$7,162,0006.27%
CHATHAM CAPITAL GROUP, INC. 445,840$21,374,0006.24%
Johnson Financial Group, LLC 127,230$6,099,0004.88%
Karpus Management, Inc. 1,731,728$83,019,0004.77%
GenTrust, LLC 459,386$22,030,0004.42%
Wealthcare Advisory Partners LLC 121,371$5,819,0003.44%
View complete list of SPDR SER TR shareholders