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 859,833$42,046,00032.94%
Biltmore Wealth Management, LLC 1,338,843$65,751,00031.44%
AUA CAPITAL MANAGEMENT, LLC 123,950$6,061,0005.74%
CHATHAM CAPITAL GROUP, INC. 316,203$15,462,0004.56%
Leisure Capital Management 83,857$4,101,0003.95%
Astoria Strategic Wealth, Inc. 88,628$4,334,0003.33%
Alaska Wealth Advisors 244,356$11,949,0003.31%
MONEYWISE, INC. 76,622$3,747,0003.30%
RWA WEALTH PARTNERS, LLC 458,516$22,421,0003.18%
BAILARD, INC. 900,554$44,037,0003.14%
View complete list of SPDR SER TR shareholders