WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - SPDR SER TR ownership

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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%.

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Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$452,186
-83.9%
5,320
-82.2%
0.00%
-97.4%
Q1 2022$2,800,000
+12.7%
29,864
+13.2%
0.04%
+5.6%
Q4 2021$2,484,000
+91.5%
26,381
+118.5%
0.04%
+89.5%
Q3 2021$1,297,000–12,074–0.02%–
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Other shareholders
SPDR SER TR shareholders Q3 2023
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