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 | $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 ↓ |
|---|---|---|---|
| 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% |