SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 82 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,000 | -3.5% | 3,800 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $334,552 | +6.2% | 3,800 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $315,020 | +5.2% | 3,800 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $299,411 | +46.8% | 3,800 | +35.7% | 0.00% | +33.3% |
| Q3 2022 | $204,000 | -18.7% | 2,800 | -15.2% | 0.00% | -25.0% |
| Q2 2022 | $251,000 | -17.7% | 3,300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $305,000 | -9.5% | 3,300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $337,000 | +1.2% | 3,300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $333,000 | +17.3% | 3,300 | +17.9% | 0.00% | 0.0% |
| Q2 2021 | $284,000 | +6.8% | 2,800 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $266,000 | +6.0% | 2,800 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $251,000 | +16.7% | 2,800 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $215,000 | – | 2,800 | – | 0.00% | – |
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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% |