SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 92 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,275 | +16.4% | 6,415 | +20.6% | 0.01% | 0.0% |
| Q2 2023 | $468,372 | +7.4% | 5,320 | +1.1% | 0.01% | 0.0% |
| Q1 2023 | $436,136 | +6.6% | 5,261 | +1.3% | 0.01% | 0.0% |
| Q4 2022 | $409,167 | +20.7% | 5,193 | +11.3% | 0.01% | +22.2% |
| Q3 2022 | $339,000 | -2.6% | 4,667 | +1.7% | 0.01% | 0.0% |
| Q2 2022 | $348,000 | -44.7% | 4,590 | -32.6% | 0.01% | -35.7% |
| Q1 2022 | $629,000 | -9.2% | 6,814 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $693,000 | – | 6,785 | – | 0.01% | – |
Download | ||||||
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% |