SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $694 | -3.3% | 8,163 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $718 | -8.7% | 8,155 | -14.0% | 0.00% | -25.0% |
| Q1 2023 | $786 | -4.7% | 9,484 | -9.4% | 0.00% | 0.0% |
| Q4 2022 | $825 | -99.9% | 10,470 | +2.2% | 0.00% | 0.0% |
| Q3 2022 | $746,000 | -15.6% | 10,248 | -12.0% | 0.00% | -20.0% |
| Q2 2022 | $884,000 | -18.8% | 11,646 | -1.3% | 0.01% | -16.7% |
| Q1 2022 | $1,089,000 | +10.0% | 11,795 | +21.7% | 0.01% | 0.0% |
| Q4 2021 | $990,000 | +3.0% | 9,690 | +1.8% | 0.01% | -14.3% |
| Q3 2021 | $961,000 | -2.1% | 9,518 | -1.5% | 0.01% | -12.5% |
| Q2 2021 | $982,000 | +14.3% | 9,663 | +6.9% | 0.01% | 0.0% |
| Q1 2021 | $859,000 | +5.8% | 9,043 | -0.2% | 0.01% | -20.0% |
| Q4 2020 | $812,000 | +16.8% | 9,062 | -0.1% | 0.01% | 0.0% |
| Q3 2020 | $695,000 | +65.9% | 9,071 | +27.8% | 0.01% | +11.1% |
| Q1 2020 | $419,000 | -11.2% | 7,100 | +16.3% | 0.01% | 0.0% |
| Q4 2019 | $472,000 | – | 6,106 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fingerlakes Wealth Management, Inc. | 5,117 | $450,489 | 0.52% |
| Laurel Wealth Planning LLC | 7,393 | $651 | 0.46% |
| Mendel Capital Management LLC | 4,065 | $357,881 | 0.29% |
| WCG Wealth Advisors LLC | 22,325 | $1,962 | 0.23% |
| KilterHowling LLC | 2,790 | $245,600 | 0.21% |
| ALBION FINANCIAL GROUP /UT | 26,810 | $2,360,353 | 0.21% |
| US FINANCIAL ADVISORS, LLC | 4,138 | $364,312 | 0.16% |
| Bell Investment Advisors, Inc | 7,424 | $653,583 | 0.14% |
| MCIA Inc | 2,404 | $217,283 | 0.08% |
| Aprio Wealth Management, LLC | 3,278 | $288,619 | 0.08% |