SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 87 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $585 | -4.4% | 6,879 | -1.1% | 0.00% | 0.0% |
| Q2 2023 | $612 | +1.3% | 6,956 | -4.5% | 0.00% | 0.0% |
| Q1 2023 | $604 | +7.5% | 7,285 | +2.0% | 0.00% | 0.0% |
| Q4 2022 | $562 | -99.9% | 7,142 | +6.3% | 0.00% | 0.0% |
| Q3 2022 | $488,000 | -6.2% | 6,717 | -2.0% | 0.00% | 0.0% |
| Q2 2022 | $520,000 | -13.9% | 6,853 | +4.6% | 0.00% | 0.0% |
| Q1 2022 | $604,000 | +1.3% | 6,549 | +12.3% | 0.00% | 0.0% |
| Q4 2021 | $596,000 | +2.9% | 5,834 | +1.7% | 0.00% | 0.0% |
| Q3 2021 | $579,000 | +8.4% | 5,736 | +9.1% | 0.00% | 0.0% |
| Q2 2021 | $534,000 | -38.0% | 5,257 | -42.0% | 0.00% | -50.0% |
| Q1 2021 | $861,000 | +0.6% | 9,069 | -5.1% | 0.00% | -33.3% |
| Q4 2020 | $856,000 | -2.1% | 9,553 | -16.3% | 0.00% | 0.0% |
| Q3 2020 | $874,000 | +2.8% | 11,410 | -4.6% | 0.00% | 0.0% |
| Q2 2020 | $850,000 | +8.8% | 11,956 | -9.7% | 0.00% | -25.0% |
| Q1 2020 | $781,000 | -22.8% | 13,242 | +1.1% | 0.00% | 0.0% |
| Q4 2019 | $1,012,000 | +8.5% | 13,103 | +3.1% | 0.00% | 0.0% |
| Q3 2019 | $933,000 | +13.2% | 12,711 | +13.7% | 0.00% | 0.0% |
| Q2 2019 | $824,000 | +37.3% | 11,182 | +32.2% | 0.00% | +33.3% |
| Q1 2019 | $600,000 | +96.1% | 8,456 | +76.1% | 0.00% | +50.0% |
| Q4 2018 | $306,000 | -13.1% | 4,802 | +4.6% | 0.00% | 0.0% |
| Q3 2018 | $352,000 | +2.3% | 4,589 | -3.5% | 0.00% | 0.0% |
| Q2 2018 | $344,000 | -1.4% | 4,757 | -4.7% | 0.00% | 0.0% |
| Q1 2018 | $349,000 | +8.4% | 4,991 | +9.7% | 0.00% | 0.0% |
| Q4 2017 | $322,000 | – | 4,548 | – | 0.00% | – |
Download | ||||||
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% |