Kestra Advisory Services, 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
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 Q4 2022
NameSharesValueWeighting ↓
Rock Creek Group, LP 179,839$20,731,0002.82%
Laurel Wealth Planning LLC 15,207$1,403,0000.95%
Fingerlakes Wealth Management, Inc. 6,358$587,0000.69%
Money Design Co.,Ltd. 104,356$9,631,0000.65%
South Shore Capital Advisors 2,983$275,0000.45%
HARVEST GROUP WEALTH MANAGEMENT, LLC 7,903$729,0000.42%
Mendel Capital Management LLC 4,714$435,0000.41%
KilterHowling LLC 3,133$289,1730.30%
Stegent Equity Advisors, Inc. 3,477$321,0000.27%
ALBION FINANCIAL GROUP /UT 22,003$2,031,0000.17%
View complete list of SPDR SER TR shareholders