Valeo Financial Advisors, 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 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$1,0000.0%70.0%0.00%
Q4 2020$1,0000.0%70.0%0.00%
Q3 2020$1,00070.0%0.00%
Q2 2020$070.0%0.00%
Q1 2020$0
-100.0%
70.0%0.00%
Q4 2019$1,00070.00%
Other shareholders
SPDR SER TR shareholders Q2 2021
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