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 | $8,378,521 | -4.5% | 98,571 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $8,776,361 | +7.6% | 99,686 | +1.3% | 0.01% | 0.0% |
| Q1 2023 | $8,159,805 | +2.3% | 98,429 | -2.8% | 0.01% | -14.3% |
| Q4 2022 | $7,978,206 | +17.3% | 101,256 | +8.4% | 0.01% | 0.0% |
| Q3 2022 | $6,800,000 | +8.2% | 93,432 | +12.9% | 0.01% | +16.7% |
| Q2 2022 | $6,285,000 | -19.2% | 82,768 | -1.8% | 0.01% | -14.3% |
| Q1 2022 | $7,776,000 | -0.5% | 84,256 | +10.2% | 0.01% | 0.0% |
| Q4 2021 | $7,817,000 | +19.4% | 76,485 | +17.9% | 0.01% | +16.7% |
| Q3 2021 | $6,548,000 | +34.0% | 64,854 | +34.8% | 0.01% | +20.0% |
| Q2 2021 | $4,888,000 | +24.7% | 48,112 | +16.6% | 0.01% | 0.0% |
| Q1 2021 | $3,919,000 | +21.6% | 41,280 | +14.8% | 0.01% | +25.0% |
| Q4 2020 | $3,223,000 | +38.3% | 35,951 | +18.3% | 0.00% | 0.0% |
| Q3 2020 | $2,331,000 | +2.9% | 30,399 | -4.6% | 0.00% | 0.0% |
| Q2 2020 | $2,266,000 | +29.0% | 31,869 | +7.1% | 0.00% | 0.0% |
| Q1 2020 | $1,756,000 | -11.9% | 29,744 | +15.2% | 0.00% | 0.0% |
| Q4 2019 | $1,994,000 | +100.2% | 25,814 | +90.5% | 0.00% | +100.0% |
| Q3 2019 | $996,000 | +13.3% | 13,554 | +13.7% | 0.00% | 0.0% |
| Q2 2019 | $879,000 | +7.1% | 11,918 | +3.1% | 0.00% | 0.0% |
| Q1 2019 | $821,000 | -8.6% | 11,559 | -18.0% | 0.00% | 0.0% |
| Q4 2018 | $898,000 | +0.4% | 14,089 | +21.0% | 0.00% | 0.0% |
| Q3 2018 | $894,000 | +12.3% | 11,645 | +5.9% | 0.00% | 0.0% |
| Q2 2018 | $796,000 | +24.8% | 10,995 | +20.9% | 0.00% | 0.0% |
| Q1 2018 | $638,000 | +40.2% | 9,098 | +41.6% | 0.00% | +100.0% |
| Q4 2017 | $455,000 | +99.6% | 6,426 | +95.9% | 0.00% | 0.0% |
| Q3 2017 | $228,000 | – | 3,280 | – | 0.00% | – |
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% |