SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 92 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $610,130 | +4.0% | 7,178 | +7.7% | 0.00% | 0.0% |
| Q2 2023 | $586,699 | +6.6% | 6,664 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $550,539 | +4.5% | 6,641 | -0.7% | 0.00% | 0.0% |
| Q4 2022 | $526,805 | +64.6% | 6,686 | +52.2% | 0.00% | 0.0% |
| Q3 2022 | $320,000 | +30.6% | 4,394 | +65.7% | 0.00% | – |
| Q1 2022 | $245,000 | -6.5% | 2,652 | +3.4% | 0.00% | – |
| Q4 2021 | $262,000 | -32.6% | 2,565 | -49.0% | 0.00% | -100.0% |
| Q4 2019 | $389,000 | +10.8% | 5,029 | +5.2% | 0.00% | 0.0% |
| Q3 2019 | $351,000 | -5.4% | 4,779 | -5.0% | 0.00% | 0.0% |
| Q2 2019 | $371,000 | +9.8% | 5,031 | +5.8% | 0.00% | 0.0% |
| Q1 2019 | $338,000 | +21.6% | 4,755 | +9.0% | 0.00% | 0.0% |
| Q4 2018 | $278,000 | -15.5% | 4,364 | +1.7% | 0.00% | 0.0% |
| Q3 2018 | $329,000 | – | 4,289 | – | 0.00% | – |
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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% |