SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 81 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
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. | 57,020 | $2,451,000 | 1.35% |
| Financial Management Professionals, Inc. | 74,145 | $3,187,000 | 1.10% |
| Lionsbridge Wealth Management LLC | 16,844 | $723,000 | 0.81% |
| Wharton Business Group, LLC | 120,830 | $5,193,000 | 0.50% |
| VISTA INVESTMENT MANAGEMENT | 9,077 | $390,000 | 0.34% |
| BANK HAPOALIM BM | 30,772 | $1,323,000 | 0.31% |
| CX Institutional | 40,552 | $1,743,000 | 0.23% |
| FIRST CITIZENS BANK & TRUST CO | 51,285 | $2,204,000 | 0.18% |
| Brookstone Capital Management | 50,311 | $2,162,000 | 0.14% |
| Worth Venture Partners, LLC | 4,673 | $201,000 | 0.10% |