SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 97 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $326 | +2.5% | 3 | 0.0% | 0.00% | – |
| Q1 2024 | $318 | +11.6% | 3 | 0.0% | 0.00% | – |
| Q4 2023 | $285 | +11.8% | 3 | 0.0% | 0.00% | – |
| Q3 2023 | $255 | -3.4% | 3 | 0.0% | 0.00% | – |
| Q2 2023 | $264 | – | 3 | 0.0% | 0.00% | – |
| Q1 2023 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $493,000 | +62.7% | 6,775 | +69.8% | 0.01% | +14.3% |
| Q2 2022 | $303,000 | -39.0% | 3,990 | -26.0% | 0.01% | +40.0% |
| Q1 2022 | $497,000 | +113.3% | 5,392 | +135.8% | 0.01% | +25.0% |
| Q4 2021 | $233,000 | -6.8% | 2,287 | -7.6% | 0.00% | -33.3% |
| Q3 2021 | $250,000 | +16.3% | 2,475 | +16.5% | 0.01% | 0.0% |
| Q2 2021 | $215,000 | – | 2,124 | +70700.0% | 0.01% | – |
| Q1 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 3 | -72.7% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | – | 11 | – | 0.00% | – |
Download | ||||||
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% |