Betterment LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 93 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2022
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