Betterment LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 87 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Betterment LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,025
-3.3%
35,588
+0.1%
0.01%0.0%
Q2 2023$3,129
+5.6%
35,542
-0.5%
0.01%0.0%
Q1 2023$2,962
+5.9%
35,728
+0.7%
0.01%0.0%
Q4 2022$2,796
-99.9%
35,492
+0.7%
0.01%0.0%
Q3 2022$2,678,0000.0%35,2610.0%0.01%0.0%
Q2 2022$2,678,000
-13.2%
35,261
+5.5%
0.01%0.0%
Q1 2022$3,086,000
-0.9%
33,437
+9.8%
0.01%0.0%
Q4 2021$3,113,000
+5.4%
30,459
+4.1%
0.01%0.0%
Q3 2021$2,953,000
+11.2%
29,248
+11.9%
0.01%
+11.1%
Q2 2021$2,655,000
+34.3%
26,133
+25.5%
0.01%
+28.6%
Q1 2021$1,977,000
+84.4%
20,825
+74.2%
0.01%
+75.0%
Q4 2020$1,072,00011,9530.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
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