SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 87 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588 | -9.7% | 6,920 | -6.4% | 0.46% | -1.5% |
| Q2 2023 | $651 | +11.5% | 7,393 | +5.0% | 0.46% | +20.2% |
| Q1 2023 | $584 | -99.9% | 7,040 | -0.5% | 0.39% | +7.8% |
| Q4 2022 | $557,534 | +8.3% | 7,076 | 0.0% | 0.36% | -5.3% |
| Q3 2022 | $515,000 | -8.0% | 7,076 | -4.0% | 0.38% | -3.8% |
| Q2 2022 | $560,000 | -60.1% | 7,369 | -51.5% | 0.39% | -58.4% |
| Q1 2022 | $1,403,000 | -21.0% | 15,207 | -12.4% | 0.95% | -29.6% |
| Q4 2021 | $1,775,000 | -0.2% | 17,368 | -1.4% | 1.34% | -6.3% |
| Q3 2021 | $1,779,000 | +0.7% | 17,619 | +1.3% | 1.44% | -6.8% |
| Q2 2021 | $1,767,000 | +18.4% | 17,392 | +10.6% | 1.54% | +12.7% |
| Q1 2021 | $1,493,000 | +7.7% | 15,727 | +1.8% | 1.37% | +1.0% |
| Q4 2020 | $1,386,000 | – | 15,456 | – | 1.35% | – |
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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% |