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 | $39,100 | -3.5% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $40,498 | +6.2% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $38,134 | +5.2% | 460 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $36,244 | +9.8% | 460 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $33,000 | -5.7% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $35,000 | -16.7% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $42,000 | -10.6% | 460 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $47,000 | +2.2% | 460 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $46,000 | -2.1% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | -99.9% | 460 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $87,344,000 | +212934.1% | 920 | +99.1% | 0.00% | 0.0% |
| Q4 2020 | $41,000 | +17.1% | 462 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $35,000 | -79.2% | 462 | -80.4% | 0.00% | -80.0% |
| Q2 2020 | $168,000 | +20.9% | 2,362 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $139,000 | -23.6% | 2,362 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $182,000 | -26.9% | 2,362 | -30.6% | 0.01% | -37.5% |
| Q3 2019 | $249,000 | -0.4% | 3,402 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $250,000 | – | 3,402 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rock Creek Group, LP | 179,839 | $20,731,000 | 2.82% |
| Laurel Wealth Planning LLC | 15,207 | $1,403,000 | 0.95% |
| Fingerlakes Wealth Management, Inc. | 6,358 | $587,000 | 0.69% |
| Money Design Co.,Ltd. | 104,356 | $9,631,000 | 0.65% |
| South Shore Capital Advisors | 2,983 | $275,000 | 0.45% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 7,903 | $729,000 | 0.42% |
| Mendel Capital Management LLC | 4,714 | $435,000 | 0.41% |
| KilterHowling LLC | 3,133 | $289,173 | 0.30% |
| Stegent Equity Advisors, Inc. | 3,477 | $321,000 | 0.27% |
| ALBION FINANCIAL GROUP /UT | 22,003 | $2,031,000 | 0.17% |