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 | ||||
|---|---|---|---|---|---|---|
| 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. | 5,117 | $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% |