SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 203 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $246,349 | +9.5% | 4,847 | +14.6% | 0.02% | +12.5% |
Q1 2023 | $224,916 | -31.6% | 4,231 | -44.2% | 0.02% | -38.5% |
Q2 2022 | $329,000 | +6.8% | 7,581 | +51.0% | 0.03% | +23.8% |
Q1 2022 | $308,000 | -42.5% | 5,021 | -59.7% | 0.02% | -50.0% |
Q2 2021 | $536,000 | +116.1% | 12,459 | +100.6% | 0.04% | +75.0% |
Q1 2021 | $248,000 | – | 6,212 | – | 0.02% | – |
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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% |