SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 118 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,087 | -78.0% | 135 | -78.7% | 0.00% | -100.0% |
| Q2 2023 | $32,264 | -4.4% | 635 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $33,750 | +6.7% | 635 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $31,628 | +17.1% | 635 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | +22.7% | 635 | +27.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -29.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $31,000 | +40.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $22,000 | -45.0% | 500 | -63.0% | 0.00% | -66.7% |
| Q1 2019 | $40,000 | +14.3% | 1,350 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $35,000 | -23.9% | 1,350 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $46,000 | -4.2% | 1,350 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $48,000 | +4.3% | 1,350 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $46,000 | -16.4% | 1,350 | -10.0% | 0.00% | -20.0% |
| Q4 2017 | $55,000 | +14.6% | 1,500 | 0.0% | 0.01% | +25.0% |
| Q3 2017 | $48,000 | +6.7% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $45,000 | -2.2% | 1,500 | 0.0% | 0.00% | -20.0% |
| Q1 2017 | $46,000 | 0.0% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $46,000 | +15.0% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $40,000 | +8.1% | 1,500 | 0.0% | 0.01% | +25.0% |
| Q2 2016 | $37,000 | +19.4% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $31,000 | – | 1,500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vanderbilt University | 961,206 | $50,463,315 | 13.03% |
| Omnia Family Wealth, LLC | 188,783 | $9,911,108 | 6.14% |
| Legend Financial Advisors, Inc. | 113,405 | $5,953,764 | 5.08% |
| EHP Funds Inc. | 200,500 | $10,526,250 | 4.92% |
| AFFINITY WEALTH MANAGEMENT LLC | 393,037 | $20,634,429 | 4.75% |
| CUMBERLAND ADVISORS INC | 191,090 | $10,032,225 | 4.45% |
| Financial Sense Advisors, Inc. | 138,013 | $7,245,677 | 3.08% |
| FORTEM FINANCIAL GROUP, LLC | 88,439 | $4,643,022 | 2.72% |
| FOCUS Wealth Advisors, LLC | 70,731 | $3,713,414 | 2.58% |
| Lake Hills Wealth Management, LLC | 40,784 | $2,141,160 | 2.17% |