Gateway Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 419 filers reported holding SPDR SER TR in Q2 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 Q2 2023
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 869,037$43,269,00032.36%
Biltmore Wealth Management, LLC 1,168,991$58,204,00030.07%
Alaska Wealth Advisors 601,897$29,968,0006.11%
Relaxing Retirement Coach 103,302$5,143,0005.62%
Sunflower Bank, N.A. 519,924$25,887,0004.44%
AUA CAPITAL MANAGEMENT, LLC 120,194$5,984,0004.27%
Newport Capital Group, LLC 83,944$4,180,0003.60%
Leisure Capital Management 106,177$5,287,0003.44%
Syverson Strege & Co 71,732$3,572,0003.41%
Pacific Edge Advisors, LLC 128,950$6,420,0003.34%
View complete list of SPDR SER TR shareholders