Betterment LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 83 filers reported holding SPDR SER TR in Q2 2023. 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 Q2 2023
NameSharesValueWeighting ↓
Dragon Financial & Investment Group, LLC 13,833$970,0000.88%
Brinker Capital Investments, LLC 257,000$18,013,0000.58%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3,425,643$240,103,0000.51%
Merriman Wealth Management, LLC 4,529$317,0000.08%
Financial Enhancement Group LLC 729$51,0000.02%
Avantax Planning Partners, Inc. 2,850$200,0000.02%
First Allied Advisory Services, Inc. 6,380$448,0000.02%
First Horizon Advisors, Inc. 1,033$72,0000.01%
Valmark Advisers, Inc. 4,094$287,0000.01%
Bell Rock Capital LLC 150$11,0000.01%
View complete list of SPDR SER TR shareholders