WealthShield Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 66 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$0150.0%0.00%
Q2 2020$0150.0%0.00%
Q1 2020$0150.0%0.00%
Q4 2019$0150.0%0.00%
Q3 2019$0150.0%0.00%
Q1 2019$0150.0%0.00%
Q4 2018$015
+25.0%
0.00%
Q3 2018$0120.0%0.00%
Q2 2018$0120.00%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Modera Wealth Management, LLC 7,025,524$181,680,0009.80%
Financial Engines Advisors L.L.C. 105,670,318$2,732,634,0007.93%
KWB Wealth 1,280,124$33,194,0006.37%
Concord Wealth Partners 769,431$19,897,0005.70%
Leicht Financial Planning & Wealth Management, Inc. 255,355$6,606,0004.01%
Good Life Advisors, LLC 640,157$16,554,0003.14%
Chesapeake Wealth Management 338,835$8,762,0002.84%
TOWNSQUARE CAPITAL LLC 3,193,500$82,615,0002.67%
Values First Advisors, Inc. 150,205$3,884,0002.64%
Pinnacle Wealth Management Group, Inc. 122,969$3,180,0002.32%
View complete list of SPDR SER TR shareholders