Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

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SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 69 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$39,100
-3.5%
4600.0%0.00%0.0%
Q2 2023$40,498
+6.2%
4600.0%0.00%0.0%
Q1 2023$38,134
+5.2%
4600.0%0.00%0.0%
Q4 2022$36,244
+9.8%
4600.0%0.00%0.0%
Q3 2022$33,000
-5.7%
4600.0%0.00%0.0%
Q2 2022$35,000
-16.7%
4600.0%0.00%0.0%
Q1 2022$42,000
-10.6%
4600.0%0.00%0.0%
Q4 2021$47,000
+2.2%
4600.0%0.00%0.0%
Q3 2021$46,000
-2.1%
4600.0%0.00%0.0%
Q2 2021$47,000
-99.9%
460
-50.0%
0.00%0.0%
Q1 2021$87,344,000
+212934.1%
920
+99.1%
0.00%0.0%
Q4 2020$41,000
+17.1%
4620.0%0.00%0.0%
Q3 2020$35,000
-79.2%
462
-80.4%
0.00%
-80.0%
Q2 2020$168,000
+20.9%
2,3620.0%0.01%0.0%
Q1 2020$139,000
-23.6%
2,3620.0%0.01%0.0%
Q4 2019$182,000
-26.9%
2,362
-30.6%
0.01%
-37.5%
Q3 2019$249,000
-0.4%
3,4020.0%0.01%
-11.1%
Q2 2019$250,000–3,402–0.01%–
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Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Fingerlakes Wealth Management, Inc. 5,167$428,3410.53%
HARVEST GROUP WEALTH MANAGEMENT, LLC 8,744$724,8780.45%
Laurel Wealth Planning LLC 7,040$5840.39%
Mendel Capital Management LLC 4,064$336,9340.30%
KilterHowling LLC 2,776$230,1660.22%
ALBION FINANCIAL GROUP /UT 28,481$2,361,0750.22%
WCG Wealth Advisors LLC 20,251$1,6790.22%
US FINANCIAL ADVISORS, LLC 4,409$365,5070.16%
Bell Investment Advisors, Inc 6,492$538,1970.13%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,790$774,7760.11%
View complete list of SPDR SER TR shareholders