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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,213 | +6.2% | 116 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,617 | -78.4% | 116 | -79.4% | 0.00% | -83.3% |
| Q4 2022 | $44,439 | +8.4% | 564 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $41,000 | -59.8% | 564 | -58.1% | 0.01% | -61.5% |
| Q2 2022 | $102,000 | -40.0% | 1,345 | -27.1% | 0.01% | -27.8% |
| Q1 2022 | $170,000 | -10.1% | 1,845 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $189,000 | +1.6% | 1,845 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $186,000 | -0.5% | 1,845 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $187,000 | +6.9% | 1,845 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $175,000 | – | 1,845 | – | 0.02% | – |
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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% |