SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 87 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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. | 5,167 | $428,341 | 0.53% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,744 | $724,878 | 0.45% |
| Laurel Wealth Planning LLC | 7,040 | $584 | 0.39% |
| Mendel Capital Management LLC | 4,064 | $336,934 | 0.30% |
| KilterHowling LLC | 2,776 | $230,166 | 0.22% |
| ALBION FINANCIAL GROUP /UT | 28,481 | $2,361,075 | 0.22% |
| WCG Wealth Advisors LLC | 20,251 | $1,679 | 0.22% |
| US FINANCIAL ADVISORS, LLC | 4,409 | $365,507 | 0.16% |
| Bell Investment Advisors, Inc | 6,492 | $538,197 | 0.13% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8,790 | $774,776 | 0.11% |