Holistic Financial Partners - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 326 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
Holistic Financial Partners ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2018$22,0000.0%4620.0%0.02%0.0%
Q4 2017$22,0004620.02%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
Biltmore Wealth Management, LLC 1,166,190$58,158,00033.72%
CAPRIN ASSET MANAGEMENT LLC /ADV 869,205$43,347,00032.79%
Sunflower Bank, N.A. 461,061$22,992,0009.12%
Alaska Wealth Advisors 560,375$27,946,0006.16%
AUA CAPITAL MANAGEMENT, LLC 120,564$6,013,0005.01%
Relaxing Retirement Coach 208,038$10,374,0004.53%
CHATHAM CAPITAL GROUP, INC. 320,586$15,988,0003.94%
Leisure Capital Management 97,088$4,842,0003.62%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 653,319$32,581,0003.26%
Pacific Edge Advisors, LLC 109,250$5,448,0003.14%
View complete list of SPDR SER TR shareholders