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 | $464,865 | -3.3% | 5,469 | +0.1% | 0.00% | – |
| Q2 2023 | $480,963 | +2.1% | 5,463 | -3.8% | 0.00% | – |
| Q1 2023 | $470,955 | +3.9% | 5,681 | -1.3% | 0.00% | – |
| Q4 2022 | $453,292 | +6.4% | 5,753 | -1.7% | 0.00% | – |
| Q3 2022 | $426,000 | -1.6% | 5,855 | +2.8% | 0.00% | – |
| Q2 2022 | $433,000 | -8.8% | 5,694 | +10.6% | 0.00% | – |
| Q1 2022 | $475,000 | +6.7% | 5,147 | +18.3% | 0.00% | – |
| Q4 2021 | $445,000 | +23.3% | 4,350 | +21.6% | 0.00% | – |
| Q3 2021 | $361,000 | +4.3% | 3,576 | +4.9% | 0.00% | – |
| Q2 2021 | $346,000 | +38.4% | 3,409 | +29.0% | 0.00% | – |
| Q1 2021 | $250,000 | +5.5% | 2,643 | +0.0% | 0.00% | – |
| Q4 2020 | $237,000 | -71.4% | 2,642 | -75.5% | 0.00% | – |
| Q3 2020 | $828,000 | +13.9% | 10,797 | +5.6% | 0.00% | – |
| Q2 2020 | $727,000 | +290.9% | 10,220 | +224.3% | 0.00% | – |
| Q1 2020 | $186,000 | +30.1% | 3,151 | +70.8% | 0.00% | – |
| Q4 2019 | $143,000 | +27.7% | 1,845 | +20.4% | 0.00% | – |
| Q3 2019 | $112,000 | +202.7% | 1,533 | +206.6% | 0.00% | – |
| Q2 2019 | $37,000 | +15.6% | 500 | +11.1% | 0.00% | – |
| Q1 2019 | $32,000 | +33.3% | 450 | +22.0% | 0.00% | – |
| Q4 2018 | $24,000 | – | 369 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Money Design Co.,Ltd. | 220,674 | $17,388 | 0.59% |
| Fingerlakes Wealth Management, Inc. | 5,446 | $429,106 | 0.59% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 7,864 | $619,623 | 0.41% |
| Laurel Wealth Planning LLC | 7,076 | $557,534 | 0.36% |
| Mendel Capital Management LLC | 4,064 | $320,190 | 0.33% |
| KilterHowling LLC | 2,744 | $216,222 | 0.23% |
| WCG Wealth Advisors LLC | 20,652 | $1,627,190 | 0.22% |
| ALBION FINANCIAL GROUP /UT | 27,726 | $2,184,595 | 0.21% |
| US FINANCIAL ADVISORS, LLC | 4,274 | $336,758 | 0.17% |
| Bell Investment Advisors, Inc | 5,374 | $423,430 | 0.10% |