Steward Partners Investment Advisory, LLC - 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
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$250,0003,4020.01%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Rock Creek Group, LP 179,839$23,211,0003.92%
Forefront Analytics, LLC 45,964$4,643,0001.69%
Laurel Wealth Planning LLC 17,619$1,779,0001.44%
South Shore Capital Advisors 2,830$286,0000.52%
MITCHELL SINKLER & STARR/PA 4,305$435,0000.39%
ALBION FINANCIAL GROUP /UT 21,926$2,214,0000.19%
Community Financial Services Group, LLC 5,580$563,0000.15%
Bell Investment Advisors, Inc 4,478$452,0000.13%
Livingston Group Asset Management CO (operating as Southport Capital Management) 2,740$277,0000.11%
Secure Asset Management, LLC 1,994$201,0000.10%
View complete list of SPDR SER TR shareholders