SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 107 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $212,000 | -8.2% | 1,810 | -1.8% | 0.00% | 0.0% |
| Q3 2021 | $231,000 | -29.6% | 1,844 | -27.3% | 0.00% | -50.0% |
| Q2 2021 | $328,000 | -44.5% | 2,535 | -63.3% | 0.01% | -68.0% |
| Q4 2019 | $591,000 | +8.8% | 6,901 | 0.0% | 0.02% | +4.2% |
| Q3 2019 | $543,000 | -34.7% | 6,901 | -32.8% | 0.02% | -35.1% |
| Q2 2019 | $832,000 | -16.2% | 10,266 | -17.1% | 0.04% | -24.5% |
| Q1 2019 | $993,000 | +20.5% | 12,386 | +6.5% | 0.05% | +2.1% |
| Q4 2018 | $824,000 | -12.2% | 11,632 | +9.0% | 0.05% | +4.3% |
| Q3 2018 | $938,000 | – | 10,674 | – | 0.05% | – |
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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% |