SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 131 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127 | -25.3% | 1,623 | -6.7% | 0.00% | -25.0% |
| Q2 2023 | $170 | -46.9% | 1,740 | -50.0% | 0.00% | -42.9% |
| Q1 2023 | $320 | +105.1% | 3,480 | +100.0% | 0.01% | +133.3% |
| Q4 2022 | $156 | -99.9% | 1,740 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $150,000 | +36.4% | 1,740 | +33.8% | 0.00% | +50.0% |
| Q2 2022 | $110,000 | +1000.0% | 1,300 | +1566.7% | 0.00% | – |
| Q3 2021 | $10,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | +11.1% | 78 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | -30.8% | 78 | -33.9% | 0.00% | – |
| Q4 2020 | $13,000 | +18.2% | 118 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 118 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | +37.5% | 118 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | -20.0% | 118 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | +11.1% | 118 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | -10.0% | 118 | 0.0% | 0.00% | – |
| Q2 2019 | $10,000 | +11.1% | 118 | 0.0% | 0.00% | – |
| Q1 2019 | $9,000 | -18.2% | 118 | -21.3% | 0.00% | – |
| Q4 2018 | $11,000 | -15.4% | 150 | 0.0% | 0.00% | – |
| Q3 2018 | $13,000 | – | 150 | – | 0.00% | – |
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% |