SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 35 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,565 | -3.4% | 2,441 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $214,971 | +6.2% | 2,441 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $202,403 | -3.3% | 2,441 | -8.1% | 0.01% | -12.5% |
| Q4 2022 | $209,380 | -24.7% | 2,657 | -30.5% | 0.01% | -27.3% |
| Q3 2022 | $278,000 | -39.2% | 3,823 | -36.5% | 0.01% | -31.2% |
| Q2 2022 | $457,000 | +107.7% | 6,024 | +152.1% | 0.02% | +33.3% |
| Q1 2022 | $220,000 | -62.4% | 2,390 | -58.3% | 0.01% | -33.3% |
| Q4 2021 | $585,000 | +24.7% | 5,733 | +23.3% | 0.02% | +20.0% |
| Q3 2021 | $469,000 | +5.6% | 4,648 | +6.1% | 0.02% | -37.5% |
| Q2 2021 | $444,000 | -18.2% | 4,379 | -23.4% | 0.02% | -22.6% |
| Q1 2021 | $543,000 | +6.1% | 5,719 | +0.2% | 0.03% | -8.8% |
| Q4 2020 | $512,000 | +17.2% | 5,709 | +0.2% | 0.03% | +3.0% |
| Q3 2020 | $437,000 | +40.5% | 5,698 | +30.2% | 0.03% | +37.5% |
| Q2 2020 | $311,000 | +270.2% | 4,376 | +206.4% | 0.02% | +200.0% |
| Q1 2020 | $84,000 | -16.8% | 1,428 | +8.3% | 0.01% | +14.3% |
| Q4 2019 | $101,000 | +4.1% | 1,319 | -0.5% | 0.01% | -12.5% |
| Q3 2019 | $97,000 | +18.3% | 1,326 | +17.9% | 0.01% | +33.3% |
| Q2 2019 | $82,000 | +2.5% | 1,125 | -0.9% | 0.01% | 0.0% |
| Q1 2019 | $80,000 | +21.2% | 1,135 | +8.8% | 0.01% | 0.0% |
| Q4 2018 | $66,000 | -16.5% | 1,043 | +0.9% | 0.01% | 0.0% |
| Q3 2018 | $79,000 | +6.8% | 1,034 | +0.1% | 0.01% | 0.0% |
| Q2 2018 | $74,000 | +2.8% | 1,033 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $72,000 | – | 1,033 | – | 0.01% | – |
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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% |