Integrated Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 256 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2017$1,043,000
+0.9%
21,541
-0.2%
0.35%
-9.4%
Q4 2016$1,034,000
-3.3%
21,575
-1.4%
0.38%
+0.5%
Q3 2016$1,069,000
-1.3%
21,875
-0.9%
0.38%
-8.4%
Q2 2016$1,083,000
+0.5%
22,0750.0%0.42%
-7.9%
Q1 2016$1,078,00022,0750.45%
Other shareholders
SPDR SER TR shareholders Q1 2017
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