SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 93 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $263,000 | +2.3% | 3,614 | +6.9% | 0.02% | +8.7% |
| Q2 2022 | $257,000 | -15.5% | 3,380 | +2.6% | 0.02% | 0.0% |
| Q1 2022 | $304,000 | -17.6% | 3,295 | -8.7% | 0.02% | -14.8% |
| Q4 2021 | $369,000 | +1.1% | 3,610 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $365,000 | -0.5% | 3,610 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $367,000 | +7.0% | 3,610 | 0.0% | 0.03% | -3.4% |
| Q1 2021 | $343,000 | +5.9% | 3,610 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $324,000 | +17.0% | 3,610 | 0.0% | 0.03% | +11.5% |
| Q3 2020 | $277,000 | +7.8% | 3,610 | 0.0% | 0.03% | -3.7% |
| Q2 2020 | $257,000 | +20.7% | 3,610 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $213,000 | -23.7% | 3,610 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $279,000 | +5.3% | 3,610 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $265,000 | -0.4% | 3,610 | 0.0% | 0.03% | -7.1% |
| Q2 2019 | $266,000 | +3.9% | 3,610 | 0.0% | 0.03% | +3.7% |
| Q1 2019 | $256,000 | +19.6% | 3,610 | +29.3% | 0.03% | +28.6% |
| Q3 2018 | $214,000 | – | 2,793 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Money Design Co.,Ltd. | 220,674 | $17,388 | 0.59% |
| Fingerlakes Wealth Management, Inc. | 5,446 | $429,106 | 0.59% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 7,864 | $619,623 | 0.41% |
| Laurel Wealth Planning LLC | 7,076 | $557,534 | 0.36% |
| Mendel Capital Management LLC | 4,064 | $320,190 | 0.33% |
| KilterHowling LLC | 2,744 | $216,222 | 0.23% |
| WCG Wealth Advisors LLC | 20,652 | $1,627,190 | 0.22% |
| ALBION FINANCIAL GROUP /UT | 27,726 | $2,184,595 | 0.21% |
| US FINANCIAL ADVISORS, LLC | 4,274 | $336,758 | 0.17% |
| Bell Investment Advisors, Inc | 5,374 | $423,430 | 0.10% |