Community Financial Services Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 90 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Community Financial Services Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,443,895
+66.2%
16,987
+99.8%
0.36%
+67.0%
Q4 2021$869,000
+54.4%
8,504
+52.4%
0.22%
+42.5%
Q3 2021$563,000
+9.7%
5,580
+10.6%
0.15%
+7.0%
Q2 2021$513,0005,0450.14%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Fingerlakes Wealth Management, Inc. 5,117$450,4890.52%
Laurel Wealth Planning LLC 7,393$6510.46%
Mendel Capital Management LLC 4,065$357,8810.29%
WCG Wealth Advisors LLC 22,325$1,9620.23%
KilterHowling LLC 2,790$245,6000.21%
ALBION FINANCIAL GROUP /UT 26,810$2,360,3530.21%
US FINANCIAL ADVISORS, LLC 4,138$364,3120.16%
Bell Investment Advisors, Inc 7,424$653,5830.14%
MCIA Inc 2,404$217,2830.08%
Aprio Wealth Management, LLC 3,278$288,6190.08%
View complete list of SPDR SER TR shareholders