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 | $427 | -19.6% | 5 | -16.7% | 0.00% | – |
| Q2 2023 | $531 | -36.3% | 6 | -40.0% | 0.00% | – |
| Q1 2023 | $834 | +110.6% | 10 | +100.0% | 0.00% | – |
| Q4 2022 | $396 | – | 5 | -16.7% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 6 | -14.3% | 0.00% | – |
| Q2 2022 | $1,000 | – | 7 | +600.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | -95.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 20 | -20.0% | 0.00% | – |
| Q3 2019 | $2,000 | -80.0% | 25 | -81.9% | 0.00% | – |
| Q2 2019 | $10,000 | +400.0% | 138 | +375.9% | 0.00% | – |
| Q1 2019 | $2,000 | – | 29 | – | 0.00% | – |
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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% |