SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 87 filers reported holding SPDR SER TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |