SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 87 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,750 | -85.1% | 3,150 | -85.4% | 0.00% | – |
| Q1 2023 | $1,792,215 | +37.2% | 21,619 | +30.4% | 0.00% | – |
| Q4 2022 | $1,305,904 | -13.6% | 16,574 | -16.8% | 0.00% | – |
| Q2 2022 | $1,512,000 | +9.4% | 19,911 | +33.0% | 0.00% | – |
| Q1 2022 | $1,382,000 | +13.3% | 14,973 | +25.4% | 0.00% | – |
| Q4 2021 | $1,220,000 | -39.5% | 11,936 | -40.2% | 0.00% | – |
| Q3 2021 | $2,016,000 | +446.3% | 19,962 | +314.9% | 0.00% | – |
| Q3 2020 | $369,000 | -66.9% | 4,811 | -69.3% | 0.00% | – |
| Q2 2020 | $1,115,000 | +48.3% | 15,680 | +53.1% | 0.00% | – |
| Q3 2019 | $752,000 | -29.1% | 10,239 | -28.9% | 0.00% | – |
| Q2 2019 | $1,061,000 | -57.9% | 14,392 | -59.5% | 0.00% | -100.0% |
| Q1 2019 | $2,523,000 | +88.3% | 35,524 | +69.0% | 0.00% | 0.0% |
| Q4 2018 | $1,340,000 | – | 21,022 | – | 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% |