SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 87 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Fingerlakes Wealth Management, Inc. | 5,117 | $450,489 | 0.52% |
| Laurel Wealth Planning LLC | 7,393 | $651 | 0.46% |
| Mendel Capital Management LLC | 4,065 | $357,881 | 0.29% |
| WCG Wealth Advisors LLC | 22,325 | $1,962 | 0.23% |
| KilterHowling LLC | 2,790 | $245,600 | 0.21% |
| ALBION FINANCIAL GROUP /UT | 26,810 | $2,360,353 | 0.21% |
| US FINANCIAL ADVISORS, LLC | 4,138 | $364,312 | 0.16% |
| Bell Investment Advisors, Inc | 7,424 | $653,583 | 0.14% |
| MCIA Inc | 2,404 | $217,283 | 0.08% |
| Aprio Wealth Management, LLC | 3,278 | $288,619 | 0.08% |