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 | $61,575 | -12.7% | 724 | -9.6% | 0.00% | – |
| Q2 2023 | $70,518 | +6.7% | 801 | +0.5% | 0.00% | – |
| Q1 2023 | $66,073 | -1.4% | 797 | -6.2% | 0.00% | – |
| Q4 2022 | $66,982 | +39.5% | 850 | +28.8% | 0.00% | – |
| Q3 2022 | $48,000 | -4.0% | 660 | +0.2% | 0.00% | – |
| Q2 2022 | $50,000 | -18.0% | 659 | -0.5% | 0.00% | – |
| Q1 2022 | $61,000 | -10.3% | 662 | -0.9% | 0.00% | – |
| Q4 2021 | $68,000 | +6.2% | 668 | +5.2% | 0.00% | – |
| Q3 2021 | $64,000 | -1.5% | 635 | +0.2% | 0.00% | – |
| Q2 2021 | $65,000 | +4.8% | 634 | -3.2% | 0.00% | – |
| Q1 2021 | $62,000 | -58.1% | 655 | -60.1% | 0.00% | – |
| Q4 2020 | $148,000 | +131.2% | 1,643 | +99.4% | 0.00% | – |
| Q3 2020 | $64,000 | +6.7% | 824 | -1.8% | 0.00% | – |
| Q2 2020 | $60,000 | +20.0% | 839 | +0.2% | 0.00% | – |
| Q1 2020 | $50,000 | -23.1% | 837 | +0.2% | 0.00% | – |
| Q4 2019 | $65,000 | -33.7% | 835 | -37.6% | 0.00% | – |
| Q3 2019 | $98,000 | -7.5% | 1,338 | -6.8% | 0.00% | – |
| Q2 2019 | $106,000 | -7.8% | 1,436 | -11.1% | 0.00% | – |
| Q1 2019 | $115,000 | +38.6% | 1,616 | +24.7% | 0.00% | – |
| Q4 2018 | $83,000 | +10.7% | 1,296 | +32.9% | 0.00% | – |
| Q3 2018 | $75,000 | +63.0% | 975 | +50.5% | 0.00% | – |
| Q2 2018 | $46,000 | 0.0% | 648 | +0.2% | 0.00% | – |
| Q1 2018 | $46,000 | +27.8% | 647 | +27.6% | 0.00% | – |
| Q4 2017 | $36,000 | – | 507 | – | 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% |