SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 83 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $611,385 | -5.1% | 7,193 | -1.7% | 0.00% | – |
| Q2 2023 | $644,216 | -18.0% | 7,317 | -22.8% | 0.00% | – |
| Q1 2023 | $785,744 | -7.2% | 9,478 | -11.8% | 0.00% | – |
| Q4 2022 | $846,542 | +6.8% | 10,744 | -1.3% | 0.00% | – |
| Q3 2022 | $793,000 | -12.4% | 10,890 | -8.7% | 0.00% | -100.0% |
| Q2 2022 | $905,000 | -17.8% | 11,922 | -0.1% | 0.00% | 0.0% |
| Q1 2022 | $1,101,000 | -10.0% | 11,932 | -0.3% | 0.00% | 0.0% |
| Q4 2021 | $1,223,000 | +4.0% | 11,968 | +2.8% | 0.00% | 0.0% |
| Q3 2021 | $1,176,000 | -0.9% | 11,642 | -0.4% | 0.00% | 0.0% |
| Q2 2021 | $1,187,000 | +13.6% | 11,687 | +6.1% | 0.00% | 0.0% |
| Q1 2021 | $1,045,000 | +1.8% | 11,010 | -3.9% | 0.00% | 0.0% |
| Q4 2020 | $1,027,000 | – | 11,453 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fingerlakes Wealth Management, Inc. | 5,167 | $428,341 | 0.53% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,744 | $724,878 | 0.45% |
| Laurel Wealth Planning LLC | 7,040 | $584 | 0.39% |
| Mendel Capital Management LLC | 4,064 | $336,934 | 0.30% |
| KilterHowling LLC | 2,776 | $230,166 | 0.22% |
| ALBION FINANCIAL GROUP /UT | 28,481 | $2,361,075 | 0.22% |
| WCG Wealth Advisors LLC | 20,251 | $1,679 | 0.22% |
| US FINANCIAL ADVISORS, LLC | 4,409 | $365,507 | 0.16% |
| Bell Investment Advisors, Inc | 6,492 | $538,197 | 0.13% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8,790 | $774,776 | 0.11% |