Mattern Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 395 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Mattern Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2020$2,044,000
+237.9%
40,982
+231.1%
0.99%
+127.8%
Q1 2020$605,000
-5.8%
12,376
-5.3%
0.44%
+13.2%
Q4 2019$642,00013,0730.38%
Other shareholders
SPDR SER TR shareholders Q3 2020
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