SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 90 filers reported holding SPDR SER TR in Q3 2023. 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% | – |
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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% |