SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 82 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5 | -99.9% | 72 | -22.6% | 0.00% | – |
| Q3 2022 | $7,000 | +40.0% | 93 | +29.2% | 0.00% | – |
| Q2 2022 | $5,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | – | 72 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2020 | $3,000 | -62.5% | 44 | -61.4% | 0.00% | -100.0% |
| Q4 2019 | $8,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -46.7% | 114 | -46.7% | 0.00% | -50.0% |
| Q1 2019 | $15,000 | +15.4% | 214 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $13,000 | -18.8% | 214 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | +6.7% | 214 | 0.0% | 0.00% | -50.0% |
| Q1 2016 | $15,000 | – | 214 | – | 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% |