SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 87 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139,937 | -3.3% | 1,647 | +0.2% | 0.00% | – |
| Q2 2023 | $144,712 | +6.4% | 1,644 | +0.2% | 0.00% | – |
| Q1 2023 | $136,041 | +2.6% | 1,641 | -2.5% | 0.00% | – |
| Q4 2022 | $132,570 | +9.6% | 1,683 | +1.3% | 0.00% | – |
| Q3 2022 | $121,000 | 0.0% | 1,661 | +4.3% | 0.00% | – |
| Q2 2022 | $121,000 | -13.6% | 1,593 | +4.8% | 0.00% | – |
| Q1 2022 | $140,000 | -26.7% | 1,520 | -18.8% | 0.00% | – |
| Q4 2021 | $191,000 | +2.7% | 1,872 | +1.8% | 0.00% | – |
| Q3 2021 | $186,000 | +31.9% | 1,838 | +32.6% | 0.00% | – |
| Q2 2021 | $141,000 | +6.8% | 1,386 | +0.1% | 0.00% | – |
| Q1 2021 | $132,000 | +6.5% | 1,385 | +0.1% | 0.00% | – |
| Q4 2020 | $124,000 | +55.0% | 1,384 | +34.0% | 0.00% | – |
| Q3 2020 | $80,000 | +8.1% | 1,033 | 0.0% | 0.00% | – |
| Q2 2020 | $74,000 | +164.3% | 1,033 | +118.4% | 0.00% | – |
| Q1 2020 | $28,000 | -67.1% | 473 | -56.8% | 0.00% | – |
| Q4 2019 | $85,000 | -9.6% | 1,095 | -14.5% | 0.00% | – |
| Q3 2019 | $94,000 | -34.3% | 1,281 | -33.8% | 0.00% | -100.0% |
| Q2 2019 | $143,000 | +21.2% | 1,934 | +16.3% | 0.00% | 0.0% |
| Q1 2019 | $118,000 | +96.7% | 1,663 | +76.9% | 0.00% | – |
| Q4 2018 | $60,000 | -38.8% | 940 | -26.3% | 0.00% | – |
| Q3 2018 | $98,000 | +133.3% | 1,275 | +118.7% | 0.00% | – |
| Q2 2018 | $42,000 | +2.4% | 583 | 0.0% | 0.00% | – |
| Q1 2018 | $41,000 | – | 583 | – | 0.00% | – |
Download | ||||||
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% |