SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 75 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,725 | +2.8% | 5,276 | +6.0% | 0.00% | 0.0% |
| Q2 2023 | $203,970 | +234.4% | 4,976 | +240.1% | 0.00% | – |
| Q2 2022 | $61,000 | -3.2% | 1,463 | +5.4% | 0.00% | – |
| Q1 2022 | $63,000 | +21.2% | 1,388 | +23.2% | 0.00% | – |
| Q4 2021 | $52,000 | +1200.0% | 1,127 | +1423.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 74 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | -70.0% | 74 | -63.0% | 0.00% | – |
| Q3 2018 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | – |
| Q2 2018 | $9,000 | +12.5% | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $8,000 | -46.7% | 200 | -41.2% | 0.00% | -100.0% |
| Q4 2017 | $15,000 | +7.1% | 340 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | – | 340 | – | 0.00% | – |
Download | ||||||
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% |