WealthOne, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 264 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2019$702,000
+35.8%
20,092
+28.4%
0.50%
+9.7%
Q4 2018$517,00015,6430.45%
Other shareholders
SPDR SER TR shareholders Q4 2018
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,723,588$58,981,0009.17%
MISSION WEALTH MANAGEMENT, LP 1,312,731$44,921,0007.69%
Wealth Alliance Advisory Group, LLC 184,550$6,315,0005.67%
Eagle Ridge Investment Management 505,173$17,287,0002.67%
Jackson Wealth Management, LLC 265,506$9,064,0002.30%
Charles Schwab Investment Advisory, Inc. 18,688,939$639,535,0002.30%
Wellesley Investment Partners, LLC 352,084$12,048,0002.28%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 5,783,330$197,906,0002.26%
Braun-Bostich & Associates Inc. 74,822$2,560,0002.17%
Probity Advisors, Inc. 168,609$5,769,0002.02%
View complete list of SPDR SER TR shareholders