IFP Advisors, Inc - 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
IFP Advisors, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$5
-99.9%
72
-22.6%
0.00%
Q3 2022$7,000
+40.0%
93
+29.2%
0.00%
Q2 2022$5,0000.0%720.0%0.00%
Q1 2022$5,000720.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$0
-100.0%
0
-100.0%
0.00%
Q1 2020$3,000
-62.5%
44
-61.4%
0.00%
-100.0%
Q4 2019$8,0000.0%1140.0%0.00%0.0%
Q3 2019$8,000
-46.7%
114
-46.7%
0.00%
-50.0%
Q1 2019$15,000
+15.4%
2140.0%0.00%
+100.0%
Q4 2018$13,000
-18.8%
2140.0%0.00%0.0%
Q3 2018$16,000
+6.7%
2140.0%0.00%
-50.0%
Q1 2016$15,0002140.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
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