SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 87 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $413,402 | +2.8% | 3,800 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $402,268 | +11.4% | 3,800 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $360,989 | +11.8% | 3,800 | 0.0% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| Fingerlakes Wealth Management, Inc. | 4,552 | $495,201 | 0.44% |
| Laurel Wealth Planning LLC | 5,316 | $578 | 0.40% |
| Mendel Capital Management LLC | 4,079 | $443,789 | 0.29% |
| ALBION FINANCIAL GROUP /UT | 31,018 | $3,374,478 | 0.25% |
| KilterHowling LLC | 2,589 | $281,604 | 0.19% |
| US FINANCIAL ADVISORS, LLC | 5,002 | $544,167 | 0.18% |
| Bell Investment Advisors, Inc | 7,002 | $761,774 | 0.15% |
| MCIA Inc | 2,835 | $316,065 | 0.08% |
| Clear Point Advisors Inc. | 871 | $94,715 | 0.08% |
| Aprio Wealth Management, LLC | 3,244 | $352,957 | 0.06% |