SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 83 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,251 | -4.2% | 2,768 | -0.8% | 0.21% | -1.4% |
| Q2 2023 | $245,600 | +6.7% | 2,790 | +0.5% | 0.21% | -6.7% |
| Q1 2023 | $230,166 | +6.4% | 2,776 | +1.2% | 0.22% | -1.7% |
| Q4 2022 | $216,222 | -3.7% | 2,744 | -7.2% | 0.23% | -9.1% |
| Q2 2022 | $224,503 | -22.4% | 2,956 | -5.6% | 0.25% | -14.6% |
| Q1 2022 | $289,173 | -13.3% | 3,133 | -4.0% | 0.30% | -1.7% |
| Q4 2021 | $333,651 | – | 3,264 | – | 0.30% | – |
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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% |