SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 250 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 2.28 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $342,773 | +3.3% | 6,529 | 0.0% | 0.02% | -6.2% |
Q2 2023 | $331,804 | -23.5% | 6,529 | -19.9% | 0.02% | -27.3% |
Q1 2023 | $433,467 | +6.7% | 8,154 | 0.0% | 0.02% | -4.3% |
Q4 2022 | $406,151 | +17.4% | 8,154 | 0.0% | 0.02% | +4.5% |
Q3 2022 | $346,000 | +22.3% | 8,154 | +24.9% | 0.02% | +22.2% |
Q2 2022 | $283,000 | -29.2% | 6,529 | 0.0% | 0.02% | -18.2% |
Q1 2022 | $400,000 | +37.0% | 6,529 | 0.0% | 0.02% | +46.7% |
Q4 2021 | $292,000 | +7.0% | 6,529 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $273,000 | -2.8% | 6,529 | 0.0% | 0.02% | -6.2% |
Q2 2021 | $281,000 | +7.7% | 6,529 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $261,000 | – | 6,529 | – | 0.02% | – |
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% |