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 | $17,680 | -6.4% | 208 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $18,896 | +9.6% | 208 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $17,243 | +5.2% | 208 | 0.0% | 0.01% | +12.5% |
| Q4 2022 | $16,388 | +9.3% | 208 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -11.8% | 208 | -8.8% | 0.01% | -11.1% |
| Q2 2022 | $17,000 | -22.7% | 228 | -3.0% | 0.01% | -10.0% |
| Q1 2022 | $22,000 | -8.3% | 235 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $24,000 | -4.0% | 235 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $25,000 | +4.2% | 235 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $24,000 | +20.0% | 235 | +9.3% | 0.01% | +9.1% |
| Q1 2021 | $20,000 | +5.3% | 215 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,000 | +18.8% | 215 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $16,000 | +6.7% | 215 | +7.5% | 0.01% | 0.0% |
| Q2 2020 | $15,000 | +25.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -20.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $15,000 | 0.0% | 200 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $15,000 | – | 200 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rock Creek Group, LP | 179,839 | $17,617,000 | 2.04% |
| Money Design Co.,Ltd. | 125,676 | $9,544,000 | 0.72% |
| Fingerlakes Wealth Management, Inc. | 5,707 | $433,000 | 0.59% |
| South Shore Capital Advisors | 2,983 | $227,000 | 0.47% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,008 | $653,000 | 0.40% |
| Mendel Capital Management LLC | 4,718 | $358,000 | 0.40% |
| Laurel Wealth Planning LLC | 7,369 | $560,000 | 0.39% |
| KilterHowling LLC | 2,956 | $224,503 | 0.25% |
| ALBION FINANCIAL GROUP /UT | 22,702 | $1,724,000 | 0.17% |
| WCG Wealth Advisors LLC | 35,669 | $2,312,000 | 0.16% |