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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $163,115 | -3.5% | 1,919 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $168,949 | +6.2% | 1,919 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $159,086 | +5.2% | 1,919 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $151,202 | +12.8% | 1,919 | +4.1% | 0.01% | 0.0% |
Q3 2022 | $134,000 | -4.3% | 1,844 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $140,000 | -15.7% | 1,844 | +2.5% | 0.01% | 0.0% |
Q1 2022 | $166,000 | -9.8% | 1,799 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $184,000 | +1.1% | 1,799 | 0.0% | 0.01% | -11.1% |
Q3 2021 | $182,000 | +5.8% | 1,799 | +6.4% | 0.01% | 0.0% |
Q2 2021 | $172,000 | +14.7% | 1,691 | +7.0% | 0.01% | +12.5% |
Q1 2021 | $150,000 | +5.6% | 1,580 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $142,000 | +22.4% | 1,580 | +4.3% | 0.01% | +14.3% |
Q3 2020 | $116,000 | +28.9% | 1,515 | +19.7% | 0.01% | +16.7% |
Q2 2020 | $90,000 | +26.8% | 1,266 | +5.9% | 0.01% | 0.0% |
Q1 2020 | $71,000 | -20.2% | 1,196 | +4.3% | 0.01% | 0.0% |
Q4 2019 | $89,000 | +20.3% | 1,147 | +13.5% | 0.01% | +20.0% |
Q3 2019 | $74,000 | -1.3% | 1,011 | 0.0% | 0.01% | -16.7% |
Q2 2019 | $75,000 | +4.2% | 1,011 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $72,000 | +111.8% | 1,011 | +91.8% | 0.01% | +100.0% |
Q4 2018 | $34,000 | – | 527 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Fingerlakes Wealth Management, Inc. | 5,167 | $428,341 | 0.53% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,744 | $724,878 | 0.45% |
Laurel Wealth Planning LLC | 7,040 | $584 | 0.39% |
Mendel Capital Management LLC | 4,064 | $336,934 | 0.30% |
KilterHowling LLC | 2,776 | $230,166 | 0.22% |
ALBION FINANCIAL GROUP /UT | 28,481 | $2,361,075 | 0.22% |
WCG Wealth Advisors LLC | 20,251 | $1,679 | 0.22% |
US FINANCIAL ADVISORS, LLC | 4,409 | $365,507 | 0.16% |
Bell Investment Advisors, Inc | 6,492 | $538,197 | 0.13% |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8,790 | $774,776 | 0.11% |