Holistic Financial Partners - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 217 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2018$189,000
-22.2%
6,136
-22.5%
0.16%
-21.0%
Q4 2017$243,0007,9160.20%
Other shareholders
SPDR SER TR shareholders Q2 2018
NameSharesValueWeighting ↓
VALLEY NATIONAL BANCORP 121,144$3,713,0004.36%
New England Private Wealth Advisors LLC 106,243$3,257,0001.34%
BANK OF THE WEST 179,748$5,511,0000.86%
AVITY INVESTMENT MANAGEMENT INC. 98,695$3,026,0000.52%
Strategic Capital Group LLC 31,684$971,0000.30%
RAYMOND JAMES & ASSOCIATES 1,448,312$44,406,0000.27%
Coastline Trust Co 33,450$1,026,0000.27%
AGF INVESTMENTS INC. 601,200$18,441,0000.18%
COURIER CAPITAL LLC 28,900$886,0000.18%
Freedom Investment Management, Inc. 19,438$596,0000.10%
View complete list of SPDR SER TR shareholders