SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 65 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,480 | -3.1% | 3,359 | +0.4% | 0.03% | +3.0% |
| Q2 2023 | $294,533 | +6.6% | 3,345 | +0.4% | 0.03% | -19.5% |
| Q1 2023 | $276,223 | +5.2% | 3,332 | 0.0% | 0.04% | -2.4% |
| Q4 2022 | $262,536 | +8.0% | 3,332 | 0.0% | 0.04% | -25.0% |
| Q3 2022 | $243,000 | -4.0% | 3,332 | 0.0% | 0.06% | -15.2% |
| Q2 2022 | $253,000 | -17.9% | 3,332 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $308,000 | -9.7% | 3,332 | 0.0% | 0.07% | -9.6% |
| Q4 2021 | $341,000 | +1.5% | 3,332 | 0.0% | 0.07% | +9.0% |
| Q3 2021 | $336,000 | -0.9% | 3,332 | 0.0% | 0.07% | -14.1% |
| Q2 2021 | $339,000 | +7.3% | 3,332 | 0.0% | 0.08% | -8.2% |
| Q1 2021 | $316,000 | +5.7% | 3,332 | 0.0% | 0.08% | -11.5% |
| Q4 2020 | $299,000 | +17.3% | 3,332 | 0.0% | 0.10% | -5.0% |
| Q3 2020 | $255,000 | +7.6% | 3,332 | 0.0% | 0.10% | -8.2% |
| Q2 2020 | $237,000 | -7.8% | 3,332 | 0.0% | 0.11% | -10.6% |
| Q4 2019 | $257,000 | – | 3,332 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Money Design Co.,Ltd. | 220,674 | $17,388 | 0.59% |
| Fingerlakes Wealth Management, Inc. | 5,446 | $429,106 | 0.59% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 7,864 | $619,623 | 0.41% |
| Laurel Wealth Planning LLC | 7,076 | $557,534 | 0.36% |
| Mendel Capital Management LLC | 4,064 | $320,190 | 0.33% |
| KilterHowling LLC | 2,744 | $216,222 | 0.23% |
| WCG Wealth Advisors LLC | 20,652 | $1,627,190 | 0.22% |
| ALBION FINANCIAL GROUP /UT | 27,726 | $2,184,595 | 0.21% |
| US FINANCIAL ADVISORS, LLC | 4,274 | $336,758 | 0.17% |
| Bell Investment Advisors, Inc | 5,374 | $423,430 | 0.10% |