Gradient Investments LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 85 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
Q2 2024$893,772
+3.9%
8,216
+1.1%
0.02%0.0%
Q1 2024$860,592
+15.7%
8,130
+3.8%
0.02%
+11.1%
Q4 2023$743,827
+9.0%
7,830
-2.5%
0.02%0.0%
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 ↓
Fingerlakes Wealth Management, Inc. 4,552$495,2010.44%
Laurel Wealth Planning LLC 5,316$5780.40%
Mendel Capital Management LLC 4,079$443,7890.29%
ALBION FINANCIAL GROUP /UT 31,018$3,374,4780.25%
KilterHowling LLC 2,589$281,6040.19%
US FINANCIAL ADVISORS, LLC 5,002$544,1670.18%
Bell Investment Advisors, Inc 7,002$761,7740.15%
MCIA Inc 2,835$316,0650.08%
Clear Point Advisors Inc. 871$94,7150.08%
Aprio Wealth Management, LLC 3,244$352,9570.06%
View complete list of SPDR SER TR shareholders