AllSquare Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 92 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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$3,000470.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Rock Creek Group, LP 179,839$20,731,0002.82%
Laurel Wealth Planning LLC 15,207$1,403,0000.95%
Fingerlakes Wealth Management, Inc. 6,358$587,0000.69%
Money Design Co.,Ltd. 104,356$9,631,0000.65%
South Shore Capital Advisors 2,983$275,0000.45%
HARVEST GROUP WEALTH MANAGEMENT, LLC 7,903$729,0000.42%
Mendel Capital Management LLC 4,714$435,0000.41%
KilterHowling LLC 3,133$289,1730.30%
Stegent Equity Advisors, Inc. 3,477$321,0000.27%
ALBION FINANCIAL GROUP /UT 22,003$2,031,0000.17%
View complete list of SPDR SER TR shareholders