SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 128 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $73,000 | -70.7% | 860 | -61.3% | 0.00% | -100.0% |
| Q1 2022 | $249,000 | -27.8% | 2,225 | -24.3% | 0.00% | 0.0% |
| Q4 2021 | $345,000 | -6.2% | 2,940 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $368,000 | -3.2% | 2,940 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $380,000 | +20.3% | 2,940 | +11.2% | 0.00% | +33.3% |
| Q1 2021 | $316,000 | 0.0% | 2,645 | -4.9% | 0.00% | -25.0% |
| Q4 2020 | $316,000 | +15.8% | 2,780 | -1.2% | 0.00% | -20.0% |
| Q3 2020 | $273,000 | +25.8% | 2,815 | +16.6% | 0.01% | +25.0% |
| Q2 2020 | $217,000 | +416.7% | 2,415 | +351.4% | 0.00% | +300.0% |
| Q3 2019 | $42,000 | +44.8% | 535 | +52.9% | 0.00% | 0.0% |
| Q2 2019 | $29,000 | – | 350 | – | 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% |