SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 90 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,920 | +4.5% | 2,952 | +1.9% | 0.00% | 0.0% |
| Q1 2023 | $240,078 | -91.6% | 2,896 | -89.7% | 0.00% | -94.9% |
| Q3 2021 | $2,848,000 | -0.7% | 28,205 | -0.1% | 0.04% | -2.5% |
| Q2 2021 | $2,867,000 | +8.4% | 28,220 | +1.3% | 0.04% | -28.6% |
| Q1 2021 | $2,645,000 | +20.1% | 27,856 | +13.4% | 0.06% | +9.8% |
| Q4 2020 | $2,203,000 | +24.7% | 24,572 | +6.6% | 0.05% | +10.9% |
| Q3 2020 | $1,767,000 | +16.7% | 23,053 | +8.2% | 0.05% | +15.0% |
| Q2 2020 | $1,514,000 | +9.9% | 21,298 | -8.7% | 0.04% | -11.1% |
| Q1 2020 | $1,377,000 | -41.8% | 23,321 | -24.0% | 0.04% | -28.6% |
| Q4 2019 | $2,368,000 | +4.0% | 30,668 | -1.0% | 0.06% | -8.7% |
| Q3 2019 | $2,277,000 | +3.2% | 30,992 | +3.5% | 0.07% | +1.5% |
| Q2 2019 | $2,207,000 | +17.1% | 29,932 | +12.9% | 0.07% | +11.5% |
| Q1 2019 | $1,885,000 | +824.0% | 26,506 | +894.6% | 0.06% | +771.4% |
| Q3 2018 | $204,000 | – | 2,665 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Money Design Co.,Ltd. | 220,674 | $17,388 | 0.59% |
| Fingerlakes Wealth Management, Inc. | 5,446 | $429,106 | 0.59% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 7,864 | $619,623 | 0.41% |
| Laurel Wealth Planning LLC | 7,076 | $557,534 | 0.36% |
| Mendel Capital Management LLC | 4,064 | $320,190 | 0.33% |
| KilterHowling LLC | 2,744 | $216,222 | 0.23% |
| WCG Wealth Advisors LLC | 20,652 | $1,627,190 | 0.22% |
| ALBION FINANCIAL GROUP /UT | 27,726 | $2,184,595 | 0.21% |
| US FINANCIAL ADVISORS, LLC | 4,274 | $336,758 | 0.17% |
| Bell Investment Advisors, Inc | 5,374 | $423,430 | 0.10% |