SPDR SER TR shareholders Q3 2023

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%.

SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
ASSETMARK, INC 224,754$10,390,3770.04%
CFS Investment Advisory Services, LLC 5,663$2620.04%
Advisor OS, LLC 5,904$272,9450.04%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 25,640$1,185,3370.04%
DFPG INVESTMENTS, LLC 9,142$426,7450.04%
JNBA Financial Advisors 6,864$317,3230.04%
Beaird Harris Wealth Management, LLC 7,160$331,0070.04%
Dakota Wealth Management 19,759$913,4590.04%
Evensky & Katz LLC 9,981$4610.04%
Icon Wealth Partners, LLC 7,271$336,1380.04%
BUCKINGHAM STRATEGIC WEALTH, LLC 56,086$2,592,8700.04%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10,500$485,4150.04%
ROCKLAND TRUST CO 12,759$589,8490.04%
Mutual Advisors, LLC 19,973$923,3720.04%
IHT Wealth Management, LLC 14,854$686,6900.04%
EverSource Wealth Advisors, LLC 7,039$325,4130.04%
TRANSCEND CAPITAL ADVISORS, LLC 7,634$352,9170.03%
STIFEL FINANCIAL CORP 504,588$23,327,0760.03%
WealthShield Partners, LLC 4,782$221,0720.03%
CWM, LLC 118,208$5,4650.03%
External links

This page lists SPDR SER TR's shareholders in Q3 2023. To view SPDR SER TR's shareholder history, click here.