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 | $43,538 | -3.1% | 512 | +0.4% | 0.01% | -7.7% |
| Q2 2023 | $44,918 | +6.6% | 510 | +0.4% | 0.01% | +8.3% |
| Q1 2023 | $42,126 | +105215.0% | 508 | +0.4% | 0.01% | -7.7% |
| Q4 2022 | $40 | -99.9% | 506 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $37,000 | -2.6% | 504 | +0.4% | 0.01% | +8.3% |
| Q2 2022 | $38,000 | -17.4% | 502 | +0.4% | 0.01% | -7.7% |
| Q1 2022 | $46,000 | -9.8% | 500 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $51,000 | +2.0% | 500 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $50,000 | -2.0% | 500 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $51,000 | +8.5% | 500 | 0.0% | 0.02% | +6.7% |
| Q1 2021 | $47,000 | +4.4% | 500 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $45,000 | +18.4% | 500 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $38,000 | +123.5% | 500 | +100.0% | 0.02% | +200.0% |
| Q2 2020 | $17,000 | +13.3% | 250 | 0.0% | 0.01% | -28.6% |
| Q1 2020 | $15,000 | – | 250 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rock Creek Group, LP | 179,839 | $13,089,000 | 1.72% |
| Money Design Co.,Ltd. | 258,900 | $9,430,421 | 0.80% |
| Fingerlakes Wealth Management, Inc. | 5,717 | $416,000 | 0.61% |
| South Shore Capital Advisors | 2,983 | $217,000 | 0.50% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 7,882 | $606,000 | 0.40% |
| Laurel Wealth Planning LLC | 7,076 | $515,000 | 0.38% |
| Mendel Capital Management LLC | 4,213 | $307,000 | 0.36% |
| ALBION FINANCIAL GROUP /UT | 28,688 | $2,088,000 | 0.22% |
| WCG Wealth Advisors LLC | 21,865 | $1,591,000 | 0.21% |
| Bell Investment Advisors, Inc | 5,243 | $382,000 | 0.12% |