SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 90 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,641,075 | +37.3% | 19,307 | +42.3% | 0.01% | +50.0% |
| Q2 2023 | $1,194,906 | +142.2% | 13,572 | +128.1% | 0.00% | +100.0% |
| Q1 2023 | $493,323 | +246.6% | 5,951 | +229.5% | 0.00% | +100.0% |
| Q4 2022 | $142,327 | +15.7% | 1,806 | +6.7% | 0.00% | 0.0% |
| Q3 2022 | $123,000 | -3.9% | 1,692 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $128,000 | -12.3% | 1,690 | +6.6% | 0.00% | 0.0% |
| Q1 2022 | $146,000 | -9.9% | 1,585 | -0.3% | 0.00% | 0.0% |
| Q4 2021 | $162,000 | +1.2% | 1,590 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $160,000 | -0.6% | 1,583 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $161,000 | +7.3% | 1,582 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $150,000 | +5.6% | 1,581 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $142,000 | +17.4% | 1,580 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $121,000 | +39.1% | 1,579 | +28.9% | 0.00% | – |
| Q2 2020 | $87,000 | +2075.0% | 1,225 | +1941.7% | 0.00% | – |
| Q1 2020 | $4,000 | – | 60 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rock Creek Group, LP | 179,839 | $17,617,000 | 2.04% |
| Money Design Co.,Ltd. | 125,676 | $9,544,000 | 0.72% |
| Fingerlakes Wealth Management, Inc. | 5,707 | $433,000 | 0.59% |
| South Shore Capital Advisors | 2,983 | $227,000 | 0.47% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,008 | $653,000 | 0.40% |
| Mendel Capital Management LLC | 4,718 | $358,000 | 0.40% |
| Laurel Wealth Planning LLC | 7,369 | $560,000 | 0.39% |
| KilterHowling LLC | 2,956 | $224,503 | 0.25% |
| ALBION FINANCIAL GROUP /UT | 22,702 | $1,724,000 | 0.17% |
| WCG Wealth Advisors LLC | 35,669 | $2,312,000 | 0.16% |