Fusion Family Wealth LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 151 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 2.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2018$11,000
-50.0%
337
-42.1%
0.00%
-50.0%
Q3 2018$22,000
-33.3%
582
-30.0%
0.01%
-33.3%
Q2 2018$33,000
-2.9%
8320.0%0.01%
-18.2%
Q1 2018$34,000
-10.5%
832
-4.3%
0.01%
+22.2%
Q4 2017$38,000
+8.6%
8690.0%0.01%
-25.0%
Q3 2017$35,000
+6.1%
8690.0%0.01%
+9.1%
Q2 2017$33,000
+83.3%
869
+75.6%
0.01%
+57.1%
Q1 2017$18,000
-52.6%
495
-55.8%
0.01%
-68.2%
Q4 2016$38,0001,1200.02%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2018
NameSharesValueWeighting ↓
Marks Wealth, LLC 443,654$38,057,00011.89%
Wealth Enhancement & Preservation of GA, LLC 187,271$16,064,00010.83%
CMC Financial Group 182,529$15,657,0008.44%
VISTA FINANCE, LLC 85,362$7,322,0007.56%
Opal Wealth Advisors, LLC 124,307$10,663,0006.74%
Braun-Bostich & Associates Inc. 319,107$24,230,0005.78%
AFFINITY WEALTH MANAGEMENT LLC 319,107$24,230,0005.00%
Main Management ETF Advisors, LLC 633,100$54,307,0004.77%
360 Financial, Inc. 118,132$10,133,0004.62%
Cavalier Investments, LLC 154,162$13,224,0003.43%
View complete list of SPDR SERIES TRUST shareholders