SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 90 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,589,915 | -3.4% | 53,999 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,752,840 | +4.1% | 53,985 | -2.0% | 0.00% | 0.0% |
| Q1 2023 | $4,565,000 | +95182.8% | 55,068 | -9.4% | 0.00% | 0.0% |
| Q4 2022 | $4,791 | -99.9% | 60,812 | +4.1% | 0.00% | 0.0% |
| Q3 2022 | $4,249,000 | +65.2% | 58,393 | +72.4% | 0.00% | – |
| Q2 2022 | $2,572,000 | +29.1% | 33,875 | +56.8% | 0.00% | – |
| Q1 2022 | $1,993,000 | -18.1% | 21,598 | -9.3% | 0.00% | – |
| Q4 2021 | $2,433,000 | +1.8% | 23,803 | +0.6% | 0.00% | – |
| Q3 2021 | $2,389,000 | -0.5% | 23,655 | +0.1% | 0.00% | – |
| Q2 2021 | $2,400,000 | +8.5% | 23,631 | +1.4% | 0.00% | – |
| Q1 2021 | $2,213,000 | +10.2% | 23,309 | +4.0% | 0.00% | – |
| Q4 2020 | $2,009,000 | +16.9% | 22,406 | -0.8% | 0.00% | – |
| Q3 2020 | $1,719,000 | +7.0% | 22,597 | -0.1% | 0.00% | – |
| Q2 2020 | $1,607,000 | +17.3% | 22,611 | -2.6% | 0.00% | – |
| Q1 2020 | $1,370,000 | -26.4% | 23,211 | -3.7% | 0.00% | – |
| Q4 2019 | $1,861,000 | -3.7% | 24,094 | -8.4% | 0.00% | – |
| Q3 2019 | $1,933,000 | +0.2% | 26,312 | 0.0% | 0.00% | – |
| Q2 2019 | $1,930,000 | +3.3% | 26,312 | 0.0% | 0.00% | – |
| Q1 2019 | $1,869,000 | +11.4% | 26,312 | 0.0% | 0.00% | – |
| Q4 2018 | $1,677,000 | -17.0% | 26,312 | -0.1% | 0.00% | – |
| Q3 2018 | $2,021,000 | +156.8% | 26,334 | +141.9% | 0.00% | – |
| Q2 2018 | $787,000 | – | 10,886 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rock Creek Group, LP | 179,839 | $17,617,000 | 2.04% |
| Money Design Co.,Ltd. | 125,676 | $9,544,000 | 0.72% |
| Fingerlakes Wealth Management, Inc. | 5,707 | $433,000 | 0.59% |
| South Shore Capital Advisors | 2,983 | $227,000 | 0.47% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,008 | $653,000 | 0.40% |
| Mendel Capital Management LLC | 4,718 | $358,000 | 0.40% |
| Laurel Wealth Planning LLC | 7,369 | $560,000 | 0.39% |
| KilterHowling LLC | 2,956 | $224,503 | 0.25% |
| ALBION FINANCIAL GROUP /UT | 22,702 | $1,724,000 | 0.17% |
| WCG Wealth Advisors LLC | 35,669 | $2,312,000 | 0.16% |