SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 85 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $269,000 | -36.7% | 3,540 | -23.1% | 0.10% | -25.6% |
| Q1 2022 | $425,000 | -3.4% | 4,605 | +7.0% | 0.13% | +1.5% |
| Q4 2021 | $440,000 | +1.1% | 4,305 | 0.0% | 0.13% | -66.7% |
| Q3 2021 | $435,000 | -0.5% | 4,305 | 0.0% | 0.39% | -1.0% |
| Q2 2021 | $437,000 | +13.5% | 4,305 | +6.2% | 0.40% | +6.4% |
| Q1 2021 | $385,000 | +11.0% | 4,055 | +4.8% | 0.37% | +12.7% |
| Q4 2020 | $347,000 | +3.0% | 3,870 | -12.0% | 0.33% | -3.2% |
| Q3 2020 | $337,000 | +7.7% | 4,400 | 0.0% | 0.34% | -3.7% |
| Q2 2020 | $313,000 | +20.4% | 4,400 | 0.0% | 0.36% | +4.4% |
| Q1 2020 | $260,000 | -23.5% | 4,400 | 0.0% | 0.34% | -5.8% |
| Q4 2019 | $340,000 | +5.3% | 4,400 | 0.0% | 0.36% | -12.8% |
| Q3 2019 | $323,000 | +1.3% | 4,400 | +1.6% | 0.41% | +13.4% |
| Q2 2019 | $319,000 | +3.6% | 4,330 | 0.0% | 0.36% | +2.5% |
| Q1 2019 | $308,000 | +48.8% | 4,330 | +60.4% | 0.36% | +64.1% |
| Q3 2018 | $207,000 | – | 2,700 | – | 0.22% | – |
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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% |