Steward Partners Investment Advisory, 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 2023. 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 Q2 2023
NameSharesValueWeighting ↓
Dragon Financial & Investment Group, LLC 13,833$970,0000.88%
Brinker Capital Investments, LLC 257,000$18,013,0000.58%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3,425,643$240,103,0000.51%
Merriman Wealth Management, LLC 4,529$317,0000.08%
Financial Enhancement Group LLC 729$51,0000.02%
Avantax Planning Partners, Inc. 2,850$200,0000.02%
First Allied Advisory Services, Inc. 6,380$448,0000.02%
First Horizon Advisors, Inc. 1,033$72,0000.01%
Valmark Advisers, Inc. 4,094$287,0000.01%
Bell Rock Capital LLC 150$11,0000.01%
View complete list of SPDR SER TR shareholders