Kestra Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 84 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
Kestra Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$834,854
+6.0%
7,674
+3.1%
0.01%0.0%
Q1 2024$787,638
+12.1%
7,440
+0.6%
0.01%
-16.7%
Q4 2023$702,519
+51.7%
7,395
+35.8%
0.01%
+20.0%
Q3 2023$462,995
-11.2%
5,447
-8.0%
0.01%0.0%
Q2 2023$521,373
+6.4%
5,922
+0.2%
0.01%0.0%
Q1 2023$489,874
-2.5%
5,909
-7.4%
0.01%
+25.0%
Q4 2022$502,616
-99.9%
6,379
-45.8%
0.00%
-20.0%
Q3 2022$429,429,000
+93051.6%
11,780
+94.0%
0.01%0.0%
Q2 2022$461,000
-8.2%
6,071
+11.6%
0.01%0.0%
Q1 2022$502,0000.0%5,442
+10.7%
0.01%0.0%
Q4 2021$502,000
+3.7%
4,915
+2.5%
0.01%0.0%
Q3 2021$484,000
+89.1%
4,797
+90.7%
0.01%
+66.7%
Q2 2021$256,000
+19.1%
2,515
+10.9%
0.00%0.0%
Q1 2021$215,0002,2670.00%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Fingerlakes Wealth Management, Inc. 4,552$495,2010.44%
Laurel Wealth Planning LLC 5,316$5780.40%
Mendel Capital Management LLC 4,079$443,7890.29%
ALBION FINANCIAL GROUP /UT 31,018$3,374,4780.25%
KilterHowling LLC 2,589$281,6040.19%
US FINANCIAL ADVISORS, LLC 5,002$544,1670.18%
Bell Investment Advisors, Inc 7,002$761,7740.15%
MCIA Inc 2,835$316,0650.08%
Clear Point Advisors Inc. 871$94,7150.08%
Aprio Wealth Management, LLC 3,244$352,9570.06%
View complete list of SPDR SER TR shareholders