Gradient Investments LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 82 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$682,380
-4.6%
8,028
-1.2%
0.02%0.0%
Q2 2023$715,589
-1.2%
8,128
-7.0%
0.02%
-10.0%
Q1 2023$724,463
-5.6%
8,739
-10.2%
0.02%
-16.7%
Q4 2022$767,201
-11.1%
9,737
-17.9%
0.02%
-7.7%
Q3 2022$863,000
+4442.1%
11,856
+4779.0%
0.03%
+2500.0%
Q4 2019$19,000
-98.0%
243
-98.1%
0.00%
-97.8%
Q3 2019$945,000
+48.6%
12,861
+49.0%
0.05%
+39.4%
Q2 2019$636,000
+14.2%
8,629
+9.9%
0.03%
-8.3%
Q1 2019$557,000
+87.5%
7,849
+68.7%
0.04%
+100.0%
Q4 2018$297,0004,6540.02%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Money Design Co.,Ltd. 220,674$17,3880.59%
Fingerlakes Wealth Management, Inc. 5,446$429,1060.59%
HARVEST GROUP WEALTH MANAGEMENT, LLC 7,864$619,6230.41%
Laurel Wealth Planning LLC 7,076$557,5340.36%
Mendel Capital Management LLC 4,064$320,1900.33%
KilterHowling LLC 2,744$216,2220.23%
WCG Wealth Advisors LLC 20,652$1,627,1900.22%
ALBION FINANCIAL GROUP /UT 27,726$2,184,5950.21%
US FINANCIAL ADVISORS, LLC 4,274$336,7580.17%
Bell Investment Advisors, Inc 5,374$423,4300.10%
View complete list of SPDR SER TR shareholders