SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 50 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $238,000 | +2.6% | 2,194 | +0.1% | 0.00% | – |
| Q1 2024 | $232,000 | +14.3% | 2,192 | -5.4% | 0.00% | – |
| Q2 2023 | $203,000 | -62.3% | 2,317 | -68.6% | 0.00% | -100.0% |
| Q3 2022 | $539,000 | +1.9% | 7,375 | +5.9% | 0.00% | 0.0% |
| Q2 2022 | $529,000 | -17.3% | 6,963 | +0.0% | 0.00% | 0.0% |
| Q1 2022 | $640,000 | -10.5% | 6,960 | -0.9% | 0.00% | -50.0% |
| Q4 2021 | $715,000 | -20.6% | 7,022 | -21.4% | 0.00% | 0.0% |
| Q3 2021 | $901,000 | +0.4% | 8,933 | +1.0% | 0.00% | -33.3% |
| Q2 2021 | $897,000 | +6.4% | 8,848 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $843,000 | +6.0% | 8,896 | +0.0% | 0.00% | 0.0% |
| Q4 2020 | $795,000 | +117.2% | 8,893 | +87.1% | 0.00% | +50.0% |
| Q3 2020 | $366,000 | -4.9% | 4,754 | -12.4% | 0.00% | 0.0% |
| Q2 2020 | $385,000 | +15.6% | 5,424 | -3.5% | 0.00% | 0.0% |
| Q1 2020 | $333,000 | -30.8% | 5,622 | -9.8% | 0.00% | -33.3% |
| Q4 2019 | $481,000 | +68.8% | 6,235 | +59.3% | 0.00% | +50.0% |
| Q3 2019 | $285,000 | -13.6% | 3,914 | -13.3% | 0.00% | 0.0% |
| Q2 2019 | $330,000 | +25.5% | 4,512 | +20.3% | 0.00% | 0.0% |
| Q1 2019 | $263,000 | +11.9% | 3,750 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $235,000 | -14.2% | 3,750 | +5.6% | 0.00% | 0.0% |
| Q3 2018 | $274,000 | – | 3,550 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fingerlakes Wealth Management, Inc. | 4,552 | $495,201 | 0.44% |
| Laurel Wealth Planning LLC | 5,316 | $578 | 0.40% |
| Mendel Capital Management LLC | 4,079 | $443,789 | 0.29% |
| ALBION FINANCIAL GROUP /UT | 31,018 | $3,374,478 | 0.25% |
| KilterHowling LLC | 2,589 | $281,604 | 0.19% |
| US FINANCIAL ADVISORS, LLC | 5,002 | $544,167 | 0.18% |
| Bell Investment Advisors, Inc | 7,002 | $761,774 | 0.15% |
| MCIA Inc | 2,835 | $316,065 | 0.08% |
| Clear Point Advisors Inc. | 871 | $94,715 | 0.08% |
| Aprio Wealth Management, LLC | 3,244 | $352,957 | 0.06% |