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 | $14,450 | -32.2% | 170 | -29.8% | 0.00% | 0.0% |
| Q2 2023 | $21,306 | -7.9% | 242 | -13.3% | 0.00% | 0.0% |
| Q1 2023 | $23,129 | +5.2% | 279 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,982 | +9.9% | 279 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -35.5% | 279 | -31.6% | 0.00% | -50.0% |
| Q2 2022 | $31,000 | -43.6% | 408 | -32.2% | 0.00% | 0.0% |
| Q1 2022 | $55,000 | -8.3% | 602 | +2.0% | 0.00% | 0.0% |
| Q4 2021 | $60,000 | 0.0% | 590 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $60,000 | +20.0% | 590 | +20.4% | 0.00% | 0.0% |
| Q2 2021 | $50,000 | +4.2% | 490 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $48,000 | +100.0% | 490 | +89.9% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +41.2% | 258 | +12.7% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +30.8% | 229 | +14.5% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | – | 200 | – | 0.00% | – |
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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% |