Secure Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 87 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$230,000
+14.4%
2,246
+12.6%
0.09%
-6.1%
Q3 2021$201,0001,9940.10%
Other shareholders
SPDR SER TR shareholders Q1 2022
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