SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 93 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,995 | -11.2% | 5,447 | -8.0% | 0.01% | 0.0% |
| Q2 2023 | $521,373 | +6.4% | 5,922 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $489,874 | -2.5% | 5,909 | -7.4% | 0.01% | +25.0% |
| Q4 2022 | $502,616 | -99.9% | 6,379 | -45.8% | 0.00% | -20.0% |
| Q3 2022 | $429,429,000 | +93051.6% | 11,780 | +94.0% | 0.01% | 0.0% |
| Q2 2022 | $461,000 | -8.2% | 6,071 | +11.6% | 0.01% | 0.0% |
| Q1 2022 | $502,000 | 0.0% | 5,442 | +10.7% | 0.01% | 0.0% |
| Q4 2021 | $502,000 | +3.7% | 4,915 | +2.5% | 0.01% | 0.0% |
| Q3 2021 | $484,000 | +89.1% | 4,797 | +90.7% | 0.01% | +66.7% |
| Q2 2021 | $256,000 | +19.1% | 2,515 | +10.9% | 0.00% | 0.0% |
| Q1 2021 | $215,000 | – | 2,267 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fingerlakes Wealth Management, Inc. | 5,167 | $428,341 | 0.53% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,744 | $724,878 | 0.45% |
| Laurel Wealth Planning LLC | 7,040 | $584 | 0.39% |
| Mendel Capital Management LLC | 4,064 | $336,934 | 0.30% |
| KilterHowling LLC | 2,776 | $230,166 | 0.22% |
| ALBION FINANCIAL GROUP /UT | 28,481 | $2,361,075 | 0.22% |
| WCG Wealth Advisors LLC | 20,251 | $1,679 | 0.22% |
| US FINANCIAL ADVISORS, LLC | 4,409 | $365,507 | 0.16% |
| Bell Investment Advisors, Inc | 6,492 | $538,197 | 0.13% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8,790 | $774,776 | 0.11% |