SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 67 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $145,000 | +5.8% | 1,530 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $137,000 | +17.1% | 1,530 | 0.0% | 0.03% | +8.3% |
| Q3 2020 | $117,000 | +7.3% | 1,530 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $109,000 | +21.1% | 1,530 | 0.0% | 0.02% | +4.3% |
| Q1 2020 | $90,000 | -23.7% | 1,530 | 0.0% | 0.02% | -11.5% |
| Q4 2019 | $118,000 | +5.4% | 1,530 | 0.0% | 0.03% | +4.0% |
| Q3 2019 | $112,000 | -3.4% | 1,530 | -2.5% | 0.02% | 0.0% |
| Q2 2019 | $116,000 | +4.5% | 1,569 | 0.0% | 0.02% | +4.2% |
| Q1 2019 | $111,000 | – | 1,569 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rock Creek Group, LP | 179,839 | $20,731,000 | 2.82% |
| Laurel Wealth Planning LLC | 15,207 | $1,403,000 | 0.95% |
| Fingerlakes Wealth Management, Inc. | 6,358 | $587,000 | 0.69% |
| Money Design Co.,Ltd. | 104,356 | $9,631,000 | 0.65% |
| South Shore Capital Advisors | 2,983 | $275,000 | 0.45% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 7,903 | $729,000 | 0.42% |
| Mendel Capital Management LLC | 4,714 | $435,000 | 0.41% |
| KilterHowling LLC | 3,133 | $289,173 | 0.30% |
| Stegent Equity Advisors, Inc. | 3,477 | $321,000 | 0.27% |
| ALBION FINANCIAL GROUP /UT | 22,003 | $2,031,000 | 0.17% |