SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 87 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,253,806 | -19.7% | 97,102 | -16.9% | 0.00% | 0.0% |
| Q2 2023 | $10,284,016 | +5.0% | 116,810 | -1.2% | 0.00% | 0.0% |
| Q1 2023 | $9,797,401 | -1.1% | 118,182 | -6.0% | 0.00% | 0.0% |
| Q4 2022 | $9,901,720 | -5.0% | 125,668 | -12.3% | 0.00% | 0.0% |
| Q3 2022 | $10,424,000 | -25.0% | 143,228 | -21.7% | 0.00% | -50.0% |
| Q2 2022 | $13,892,000 | -20.2% | 182,931 | -3.1% | 0.00% | 0.0% |
| Q1 2022 | $17,417,000 | -29.4% | 188,726 | -21.8% | 0.00% | -33.3% |
| Q4 2021 | $24,653,000 | +5.0% | 241,207 | +3.7% | 0.00% | 0.0% |
| Q3 2021 | $23,484,000 | +5.2% | 232,592 | +5.8% | 0.00% | 0.0% |
| Q2 2021 | $22,325,000 | +15.3% | 219,738 | +7.7% | 0.00% | 0.0% |
| Q1 2021 | $19,367,000 | +14.4% | 203,990 | +8.0% | 0.00% | 0.0% |
| Q4 2020 | $16,929,000 | +9.1% | 188,818 | -6.8% | 0.00% | 0.0% |
| Q3 2020 | $15,524,000 | +8.6% | 202,505 | +0.7% | 0.00% | 0.0% |
| Q2 2020 | $14,298,000 | +39.5% | 201,086 | +15.8% | 0.00% | 0.0% |
| Q1 2020 | $10,252,000 | +67.6% | 173,680 | +119.3% | 0.00% | +200.0% |
| Q4 2019 | $6,116,000 | +4.0% | 79,191 | -1.0% | 0.00% | -50.0% |
| Q3 2019 | $5,878,000 | +7.3% | 80,009 | +7.7% | 0.00% | +100.0% |
| Q2 2019 | $5,480,000 | +9.7% | 74,308 | +5.6% | 0.00% | 0.0% |
| Q1 2019 | $4,997,000 | +35.3% | 70,355 | +21.4% | 0.00% | 0.0% |
| Q4 2018 | $3,693,000 | +6.4% | 57,955 | +28.1% | 0.00% | 0.0% |
| Q3 2018 | $3,472,000 | +35.4% | 45,241 | +27.6% | 0.00% | 0.0% |
| Q2 2018 | $2,564,000 | +13.7% | 35,444 | +10.2% | 0.00% | 0.0% |
| Q1 2018 | $2,255,000 | +32.5% | 32,172 | +33.9% | 0.00% | – |
| Q4 2017 | $1,702,000 | +151.0% | 24,025 | +146.6% | 0.00% | – |
| Q3 2017 | $678,000 | +92.1% | 9,742 | +85.1% | 0.00% | – |
| Q2 2017 | $353,000 | -34.9% | 5,263 | -36.6% | 0.00% | – |
| Q1 2017 | $542,000 | – | 8,306 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fingerlakes Wealth Management, Inc. | 5,167 | $428,341 | 0.53% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,744 | $724,878 | 0.45% |
| Laurel Wealth Planning LLC | 7,040 | $584 | 0.39% |
| Mendel Capital Management LLC | 4,064 | $336,934 | 0.30% |
| KilterHowling LLC | 2,776 | $230,166 | 0.22% |
| ALBION FINANCIAL GROUP /UT | 28,481 | $2,361,075 | 0.22% |
| WCG Wealth Advisors LLC | 20,251 | $1,679 | 0.22% |
| US FINANCIAL ADVISORS, LLC | 4,409 | $365,507 | 0.16% |
| Bell Investment Advisors, Inc | 6,492 | $538,197 | 0.13% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8,790 | $774,776 | 0.11% |