Bridgeworth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 324 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Bridgeworth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2018$191,000
-44.8%
3,985
-45.2%
0.08%
-48.1%
Q1 2018$346,000
+21.8%
7,269
+24.5%
0.16%
+9.0%
Q2 2017$284,000
-27.9%
5,840
-27.9%
0.14%
-30.0%
Q1 2017$394,000
+46.5%
8,096
+45.0%
0.21%
+38.9%
Q4 2016$269,0005,5830.15%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 864,797$42,375,00032.54%
Biltmore Wealth Management, LLC 1,332,324$65,271,00031.86%
AUA CAPITAL MANAGEMENT, LLC 127,004$6,222,0005.00%
Prestige Wealth Management Group LLC 149,268$7,313,0004.28%
CHATHAM CAPITAL GROUP, INC. 333,703$16,348,0004.18%
Pacific Edge Advisors, LLC 109,030$5,341,0003.49%
MONEYWISE, INC. 78,207$3,831,0003.09%
Leisure Capital Management 73,609$3,606,0003.01%
NICOLET ADVISORY SERVICES, LLC 390,382$19,125,0002.90%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 519,968$25,473,0002.50%
View complete list of SPDR SER TR shareholders