SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 203 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,560 | -89.7% | 4,944 | -93.4% | 0.02% | -83.5% |
| Q4 2020 | $2,524,000 | -32.0% | 75,469 | -52.8% | 0.13% | -47.1% |
| Q3 2020 | $3,713,000 | +1035.5% | 159,782 | +936.5% | 0.24% | +1311.8% |
| Q2 2020 | $327,000 | +23.4% | 15,415 | -6.3% | 0.02% | -29.2% |
| Q1 2020 | $265,000 | -43.6% | 16,445 | +3.8% | 0.02% | -65.2% |
| Q1 2019 | $470,000 | -53.6% | 15,846 | -59.0% | 0.07% | -61.0% |
| Q4 2018 | $1,012,000 | – | 38,652 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vanderbilt University | 961,206 | $50,463,315 | 13.03% |
| Omnia Family Wealth, LLC | 188,783 | $9,911,108 | 6.14% |
| Legend Financial Advisors, Inc. | 113,405 | $5,953,764 | 5.08% |
| EHP Funds Inc. | 200,500 | $10,526,250 | 4.92% |
| AFFINITY WEALTH MANAGEMENT LLC | 393,037 | $20,634,429 | 4.75% |
| CUMBERLAND ADVISORS INC | 191,090 | $10,032,225 | 4.45% |
| Financial Sense Advisors, Inc. | 138,013 | $7,245,677 | 3.08% |
| FORTEM FINANCIAL GROUP, LLC | 88,439 | $4,643,022 | 2.72% |
| FOCUS Wealth Advisors, LLC | 70,731 | $3,713,414 | 2.58% |
| Lake Hills Wealth Management, LLC | 40,784 | $2,141,160 | 2.17% |