SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 146 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $218 | +3.3% | 2,220 | -1.7% | 0.00% | 0.0% |
| Q1 2023 | $211 | -9.8% | 2,258 | -13.2% | 0.00% | 0.0% |
| Q4 2022 | $234 | -99.9% | 2,602 | -7.8% | 0.00% | 0.0% |
| Q1 2022 | $316,000 | -10.2% | 2,822 | -6.1% | 0.00% | 0.0% |
| Q4 2021 | $352,000 | -36.1% | 3,004 | -31.8% | 0.00% | -50.0% |
| Q3 2021 | $551,000 | +23.8% | 4,406 | +27.8% | 0.00% | 0.0% |
| Q2 2021 | $445,000 | +6.5% | 3,447 | -1.3% | 0.00% | 0.0% |
| Q1 2021 | $418,000 | -3.2% | 3,493 | -7.9% | 0.00% | 0.0% |
| Q4 2020 | $432,000 | +15.2% | 3,791 | -1.7% | 0.00% | 0.0% |
| Q3 2020 | $375,000 | +5.0% | 3,855 | -3.4% | 0.00% | 0.0% |
| Q2 2020 | $357,000 | +24.8% | 3,992 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $286,000 | -17.6% | 3,992 | -1.4% | 0.00% | 0.0% |
| Q4 2019 | $347,000 | -11.9% | 4,048 | -19.8% | 0.00% | -33.3% |
| Q3 2019 | $394,000 | -27.8% | 5,048 | -24.4% | 0.00% | -25.0% |
| Q2 2019 | $546,000 | -26.7% | 6,674 | -28.0% | 0.00% | -33.3% |
| Q1 2019 | $745,000 | -66.1% | 9,274 | -63.0% | 0.01% | -68.4% |
| Q3 2018 | $2,199,000 | +14.5% | 25,043 | +1.9% | 0.02% | +5.6% |
| Q2 2018 | $1,921,000 | – | 24,565 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Millington Financial Advisors, LLC | 34,002 | $2,654,556 | 2.38% |
| Phoenix Holdings Ltd. | 993,600 | $77,570,352 | 1.42% |
| LGT Financial Advisors LLC | 4,727 | $369,037 | 0.47% |
| Royal Fund Management, LLC | 39,370 | $3,073,592 | 0.42% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 20,635 | $1,632,145 | 0.35% |
| NTV ASSET MANAGEMENT LLC | 24,470 | $1,910,373 | 0.35% |
| MEANS INVESTMENT CO., INC. | 18,438 | $1,439,459 | 0.24% |
| Financial Advocates Investment Management | 33,270 | $3,053,064 | 0.22% |
| Stonebridge Financial Planning Group, LLC | 3,501 | $273,323 | 0.18% |
| Quantum Private Wealth, LLC | 4,416 | $344,758 | 0.16% |