UBS Group AG - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 85 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,612,670
-7.5%
42,502
-4.2%
0.00%0.0%
Q2 2023$3,907,215
+16.7%
44,380
+9.8%
0.00%0.0%
Q1 2023$3,349,243
-3.8%
40,401
-8.5%
0.00%0.0%
Q4 2022$3,480,706
+16.9%
44,177
+8.0%
0.00%0.0%
Q3 2022$2,977,000
-5.2%
40,908
-1.1%
0.00%0.0%
Q2 2022$3,140,000
-19.7%
41,354
-2.3%
0.00%0.0%
Q1 2022$3,908,000
-23.2%
42,348
-14.9%
0.00%0.0%
Q4 2021$5,089,000
+4.9%
49,791
+3.6%
0.00%
-50.0%
Q3 2021$4,852,000
-2.0%
48,060
-1.4%
0.00%0.0%
Q2 2021$4,951,000
+10.9%
48,733
+3.6%
0.00%
+100.0%
Q1 2021$4,465,000
+91.3%
47,029
+80.6%
0.00%0.0%
Q4 2020$2,334,000
+31.9%
26,037
+12.8%
0.00%0.0%
Q3 2020$1,770,000
+11.3%
23,091
+3.2%
0.00%0.0%
Q2 2020$1,591,000
+10.1%
22,367
-8.6%
0.00%0.0%
Q1 2020$1,445,000
-12.6%
24,470
+14.3%
0.00%0.0%
Q4 2019$1,654,000
+4.2%
21,405
-0.9%
0.00%0.0%
Q3 2019$1,588,000
-18.4%
21,610
-18.1%
0.00%0.0%
Q2 2019$1,947,000
+20.6%
26,392
+16.1%
0.00%0.0%
Q1 2019$1,614,000
+41.7%
22,731
+27.2%
0.00%0.0%
Q4 2018$1,139,000
-16.5%
17,870
+0.5%
0.00%0.0%
Q3 2018$1,364,000
+20.2%
17,774
+13.4%
0.00%
Q2 2018$1,135,000
+33.5%
15,675
+29.4%
0.00%
Q1 2018$850,000
-29.9%
12,118
-29.2%
0.00%
Q4 2017$1,212,000
+3.4%
17,111
+1.6%
0.00%
-100.0%
Q3 2017$1,172,000
+84.0%
16,838
+77.4%
0.00%
Q2 2017$637,000
+82.0%
9,494
+77.0%
0.00%
Q1 2017$350,000
+14.4%
5,363
+9.7%
0.00%
Q4 2016$306,000
+13.8%
4,889
+16.6%
0.00%
Q3 2016$269,000
+47.0%
4,192
+43.2%
0.00%
Q2 2016$183,000
+1425.0%
2,927
+1363.5%
0.00%
Q1 2016$12,0002000.00%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Rock Creek Group, LP 179,839$17,617,0002.04%
Money Design Co.,Ltd. 125,676$9,544,0000.72%
Fingerlakes Wealth Management, Inc. 5,707$433,0000.59%
South Shore Capital Advisors 2,983$227,0000.47%
HARVEST GROUP WEALTH MANAGEMENT, LLC 8,008$653,0000.40%
Mendel Capital Management LLC 4,718$358,0000.40%
Laurel Wealth Planning LLC 7,369$560,0000.39%
KilterHowling LLC 2,956$224,5030.25%
ALBION FINANCIAL GROUP /UT 22,702$1,724,0000.17%
WCG Wealth Advisors LLC 35,669$2,312,0000.16%
View complete list of SPDR SER TR shareholders