SIMON QUICK ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 90 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$326,370
+2.8%
3,0000.0%0.02%
-4.2%
Q1 2024$317,580
+11.4%
3,0000.0%0.02%
-4.0%
Q4 2023$284,991
+11.8%
3,0000.0%0.02%
+4.2%
Q3 2023$255,000
-3.5%
3,0000.0%0.02%0.0%
Q2 2023$264,120
+6.2%
3,0000.0%0.02%
-11.1%
Q1 2023$248,700
+5.2%
3,0000.0%0.03%
-3.6%
Q4 2022$236,377
+8.4%
3,0000.0%0.03%
-9.7%
Q3 2022$218,000
-12.8%
3,0000.0%0.03%
-6.1%
Q2 2022$250,000
+81.2%
3,000
+100.0%
0.03%
-15.4%
Q1 2022$138,000
-9.8%
1,5000.0%0.04%
-4.9%
Q4 2021$153,000
-49.3%
1,500
-50.0%
0.04%
-47.4%
Q3 2021$302,000
-0.7%
3,0000.0%0.08%
-2.5%
Q2 2021$304,000
+7.0%
3,0000.0%0.08%
-4.8%
Q1 2021$284,000
+5.6%
3,0000.0%0.08%
+3.7%
Q4 2020$269,000
+133.9%
3,000
+100.0%
0.08%
+145.5%
Q3 2020$115,000
+7.5%
1,5000.0%0.03%
-19.5%
Q2 2020$107,000
+20.2%
1,5000.0%0.04%
+24.2%
Q1 2020$89,000
-23.3%
1,5000.0%0.03%
-21.4%
Q4 2019$116,000
+5.5%
1,5000.0%0.04%
-14.3%
Q3 2019$110,000
+2.8%
1,5000.0%0.05%
+8.9%
Q1 2019$107,000
+11.5%
1,5000.0%0.04%
+28.6%
Q4 2018$96,000
-16.5%
1,5000.0%0.04%
-23.9%
Q3 2018$115,000
-47.0%
1,500
-50.0%
0.05%
-50.0%
Q2 2018$217,000
-2.3%
3,0000.0%0.09%
-7.1%
Q4 2017$222,000
+6.2%
3,0000.0%0.10%
+30.3%
Q3 2017$209,000
+106.9%
3,000
+100.0%
0.08%
+33.3%
Q2 2017$101,0001,5000.06%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Dragon Financial & Investment Group, LLC 14,421$1,022,0000.91%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 4,217,451$298,806,0000.61%
Brinker Capital Investments, LLC 257,000$18,208,0000.60%
SIMON QUICK ADVISORS, LLC 3,000$222,0000.10%
Avantax Planning Partners, Inc. 2,850$202,0000.02%
First Allied Advisory Services, Inc. 6,278$445,0000.02%
Bell Rock Capital LLC 150$11,0000.01%
Valmark Advisers, Inc. 4,094$290,0000.01%
Advisor Group, Inc. 3,993$282,0000.00%
Cambridge Investment Research Advisors, Inc. 3,142$223,0000.00%
View complete list of SPDR SER TR shareholders