SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 82 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |