SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 74 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $41,487 | +3.7% | 1,013 | +0.5% | 0.01% | -7.7% |
| Q3 2022 | $40,000 | -4.8% | 1,008 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $42,000 | -6.7% | 1,005 | +0.4% | 0.01% | +8.3% |
| Q1 2022 | $45,000 | -2.2% | 1,001 | +0.4% | 0.01% | +9.1% |
| Q4 2021 | $46,000 | -8.0% | 997 | +0.7% | 0.01% | -21.4% |
| Q1 2021 | $50,000 | +2.0% | 990 | -14.4% | 0.01% | -33.3% |
| Q3 2017 | $49,000 | – | 1,156 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hochman Cole Investment Advisors, Inc. | 54,892 | $2,764,000 | 1.16% |
| Lionsbridge Wealth Management LLC | 23,307 | $1,173,000 | 1.14% |
| Wharton Business Group, LLC | 84,325 | $4,246,000 | 0.33% |
| Robinson Value Management, Ltd. | 6,944 | $350,000 | 0.29% |
| VISTA INVESTMENT MANAGEMENT | 6,742 | $339,000 | 0.21% |
| FACTORY MUTUAL INSURANCE CO | 210,000 | $10,574,000 | 0.14% |
| FIRST CITIZENS BANK & TRUST CO | 47,441 | $2,389,000 | 0.11% |
| BANK HAPOALIM BM | 13,542 | $682,000 | 0.09% |
| NWAM LLC | 16,328 | $822,000 | 0.08% |
| Moloney Securities Asset Management, LLC | 7,906 | $398,000 | 0.08% |