SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 59 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,663 | -6.9% | 4,943 | -1.8% | 0.00% | – |
| Q2 2023 | $446,688 | -6.1% | 5,036 | -12.4% | 0.00% | – |
| Q1 2023 | $475,937 | +24.6% | 5,746 | +23.5% | 0.00% | – |
| Q4 2022 | $382,000 | +3.8% | 4,653 | -4.7% | 0.00% | – |
| Q3 2022 | $368,000 | -2.4% | 4,880 | -1.8% | 0.00% | – |
| Q2 2022 | $377,000 | -31.3% | 4,971 | -16.4% | 0.00% | – |
| Q1 2022 | $549,000 | -62.5% | 5,946 | -58.5% | 0.00% | – |
| Q4 2021 | $1,463,000 | -15.6% | 14,318 | -16.6% | 0.00% | -100.0% |
| Q3 2021 | $1,734,000 | +2.5% | 17,176 | +3.2% | 0.00% | 0.0% |
| Q2 2021 | $1,692,000 | +9.7% | 16,649 | +2.5% | 0.00% | 0.0% |
| Q1 2021 | $1,542,000 | +22.8% | 16,243 | +15.8% | 0.00% | – |
| Q4 2020 | $1,256,000 | +229.7% | 14,022 | +181.9% | 0.00% | – |
| Q3 2020 | $381,000 | -32.4% | 4,974 | -37.1% | 0.00% | – |
| Q2 2020 | $564,000 | – | 7,905 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fingerlakes Wealth Management, Inc. | 5,167 | $428,341 | 0.53% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,744 | $724,878 | 0.45% |
| Laurel Wealth Planning LLC | 7,040 | $584 | 0.39% |
| Mendel Capital Management LLC | 4,064 | $336,934 | 0.30% |
| KilterHowling LLC | 2,776 | $230,166 | 0.22% |
| ALBION FINANCIAL GROUP /UT | 28,481 | $2,361,075 | 0.22% |
| WCG Wealth Advisors LLC | 20,251 | $1,679 | 0.22% |
| US FINANCIAL ADVISORS, LLC | 4,409 | $365,507 | 0.16% |
| Bell Investment Advisors, Inc | 6,492 | $538,197 | 0.13% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8,790 | $774,776 | 0.11% |