WealthOne, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 357 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2018$19,0004120.02%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 864,797$42,375,00032.54%
Biltmore Wealth Management, LLC 1,332,324$65,271,00031.86%
AUA CAPITAL MANAGEMENT, LLC 127,004$6,222,0005.00%
Prestige Wealth Management Group LLC 149,268$7,313,0004.28%
CHATHAM CAPITAL GROUP, INC. 333,703$16,348,0004.18%
Pacific Edge Advisors, LLC 109,030$5,341,0003.49%
MONEYWISE, INC. 78,207$3,831,0003.09%
Leisure Capital Management 73,609$3,606,0003.01%
NICOLET ADVISORY SERVICES, LLC 390,382$19,125,0002.90%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 519,968$25,473,0002.50%
View complete list of SPDR SER TR shareholders