SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 92 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $791,524 | -20.4% | 9,311 | -17.6% | 0.00% | -50.0% |
| Q2 2023 | $994,370 | +9.6% | 11,306 | +3.4% | 0.00% | 0.0% |
| Q1 2023 | $907,156 | +2.0% | 10,935 | -3.0% | 0.00% | 0.0% |
| Q4 2022 | $889,394 | -7.7% | 11,275 | -14.7% | 0.00% | 0.0% |
| Q3 2022 | $964,000 | -4.3% | 13,221 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $1,007,000 | -28.2% | 13,243 | -1.8% | 0.00% | -33.3% |
| Q1 2022 | $1,402,000 | +5.0% | 13,488 | +3.3% | 0.00% | 0.0% |
| Q4 2021 | $1,335,000 | +7.7% | 13,059 | +6.7% | 0.00% | 0.0% |
| Q3 2021 | $1,239,000 | +1.3% | 12,242 | +1.8% | 0.00% | 0.0% |
| Q2 2021 | $1,223,000 | -36.8% | 12,029 | -40.9% | 0.00% | -40.0% |
| Q1 2021 | $1,935,000 | -18.8% | 20,352 | -23.5% | 0.01% | -16.7% |
| Q4 2020 | $2,384,000 | +23.2% | 26,587 | +4.9% | 0.01% | 0.0% |
| Q3 2020 | $1,935,000 | +153.9% | 25,347 | +136.2% | 0.01% | +100.0% |
| Q2 2020 | $762,000 | +18.0% | 10,731 | -1.2% | 0.00% | 0.0% |
| Q1 2020 | $646,000 | – | 10,856 | – | 0.00% | – |
Download | ||||||
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% |