AllSquare Wealth Management LLC - SPDR SER TR ownership

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SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 50 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,995
+1.9%
470.0%0.00%0.0%
Q2 2023$3,921
+0.6%
470.0%0.00%0.0%
Q1 2023$3,896
+5.2%
470.0%0.00%0.0%
Q4 2022$3,703
+23.4%
470.0%0.00%
+50.0%
Q3 2022$3,000
-25.0%
470.0%0.00%
-33.3%
Q2 2022$4,0000.0%470.0%0.00%
+50.0%
Q1 2022$4,000
-20.0%
470.0%0.00%
-33.3%
Q4 2021$5,0000.0%470.0%0.00%0.0%
Q3 2021$5,0000.0%470.0%0.00%0.0%
Q2 2021$5,000
+25.0%
470.0%0.00%
+50.0%
Q1 2021$4,0000.0%470.0%0.00%
-33.3%
Q4 2020$4,0000.0%470.0%0.00%0.0%
Q3 2020$4,000
+33.3%
470.0%0.00%
+50.0%
Q2 2020$3,0000.0%470.0%0.00%
-33.3%
Q1 2020$3,000
-25.0%
470.0%0.00%0.0%
Q4 2019$4,000
+33.3%
470.0%0.00%
+50.0%
Q3 2019$3,0000.0%470.0%0.00%0.0%
Q2 2019$3,0000.0%470.0%0.00%0.0%
Q1 2019$3,0000.0%470.0%0.00%0.0%
Q4 2018$3,000
-25.0%
470.0%0.00%
-33.3%
Q3 2018$4,000
+33.3%
470.0%0.00%
+50.0%
Q2 2018$3,0000.0%470.0%0.00%0.0%
Q1 2018$3,0000.0%470.0%0.00%0.0%
Q4 2017$3,0000.0%470.0%0.00%0.0%
Q3 2017$3,0000.0%470.0%0.00%
-33.3%
Q2 2017$3,0000.0%470.0%0.00%0.0%
Q1 2017$3,0000.0%470.0%0.00%0.0%
Q4 2016$3,000–47–0.00%–
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Other shareholders
SPDR SER TR shareholders Q2 2019
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