Kestra Advisory Services, 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 Q3 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
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 Q3 2021
NameSharesValueWeighting ↓
Money Design Co.,Ltd. 220,674$17,3880.59%
Fingerlakes Wealth Management, Inc. 5,446$429,1060.59%
HARVEST GROUP WEALTH MANAGEMENT, LLC 7,864$619,6230.41%
Laurel Wealth Planning LLC 7,076$557,5340.36%
Mendel Capital Management LLC 4,064$320,1900.33%
KilterHowling LLC 2,744$216,2220.23%
WCG Wealth Advisors LLC 20,652$1,627,1900.22%
ALBION FINANCIAL GROUP /UT 27,726$2,184,5950.21%
US FINANCIAL ADVISORS, LLC 4,274$336,7580.17%
Bell Investment Advisors, Inc 5,374$423,4300.10%
View complete list of SPDR SER TR shareholders