GUARDIAN WEALTH ADVISORS, LLC / NC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 90 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,015
-3.4%
590.0%0.00%0.0%
Q2 2023$5,194
+6.2%
590.0%0.00%0.0%
Q1 2023$4,891
+5.2%
590.0%0.00%0.0%
Q4 2022$4,649
+16.2%
590.0%0.00%0.0%
Q3 2022$4,0000.0%590.0%0.00%0.0%
Q2 2022$4,000590.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Rock Creek Group, LP 179,839$17,617,0002.04%
Money Design Co.,Ltd. 125,676$9,544,0000.72%
Fingerlakes Wealth Management, Inc. 5,707$433,0000.59%
South Shore Capital Advisors 2,983$227,0000.47%
HARVEST GROUP WEALTH MANAGEMENT, LLC 8,008$653,0000.40%
Mendel Capital Management LLC 4,718$358,0000.40%
Laurel Wealth Planning LLC 7,369$560,0000.39%
KilterHowling LLC 2,956$224,5030.25%
ALBION FINANCIAL GROUP /UT 22,702$1,724,0000.17%
WCG Wealth Advisors LLC 35,669$2,312,0000.16%
View complete list of SPDR SER TR shareholders