SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 85 filers reported holding SPDR SER TR in Q2 2022. 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% | – |
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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% |