RETIREMENT CAPITAL STRATEGIES - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 36 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
RETIREMENT CAPITAL STRATEGIES ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$1,109,000
+17.4%
14,353
+11.5%
0.53%
+10.9%
Q3 2019$945,000
-12.6%
12,869
-12.2%
0.48%
-11.9%
Q2 2019$1,081,000
+1.7%
14,657
-2.1%
0.54%
+0.2%
Q1 2019$1,063,000
+18.8%
14,971
+6.6%
0.54%
+7.2%
Q4 2018$895,000
+7.4%
14,042
+29.3%
0.50%
+22.1%
Q3 2018$833,000
+230.6%
10,858
+211.7%
0.41%
+209.0%
Q2 2018$252,0003,4840.13%
Other shareholders
SPDR SER TR shareholders Q2 2018
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