SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 83 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,920,183 | -4.1% | 34,355 | -0.6% | 0.02% | -3.8% |
| Q2 2023 | $3,043,525 | +0.3% | 34,570 | -5.6% | 0.03% | -3.7% |
| Q1 2023 | $3,035,835 | +9.5% | 36,620 | +4.0% | 0.03% | +3.8% |
| Q4 2022 | $2,773,243 | +1.4% | 35,197 | -6.4% | 0.03% | -52.7% |
| Q3 2022 | $2,736,000 | -0.6% | 37,594 | +3.7% | 0.06% | +25.0% |
| Q2 2022 | $2,753,000 | -17.9% | 36,248 | -0.2% | 0.04% | -8.3% |
| Q1 2022 | $3,353,000 | -4.0% | 36,330 | +6.3% | 0.05% | -4.0% |
| Q4 2021 | $3,494,000 | +14.6% | 34,182 | +13.2% | 0.05% | +4.2% |
| Q3 2021 | $3,048,000 | +12.1% | 30,192 | +12.8% | 0.05% | +9.1% |
| Q2 2021 | $2,719,000 | +18.3% | 26,757 | +10.5% | 0.04% | -2.2% |
| Q1 2021 | $2,299,000 | +0.3% | 24,220 | -5.2% | 0.04% | 0.0% |
| Q4 2020 | $2,292,000 | – | 25,562 | – | 0.04% | – |
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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% |