SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 115 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,917,000 | -25.4% | 16,342 | -20.4% | 0.69% | -31.7% |
| Q3 2021 | $2,569,000 | +4.2% | 20,529 | +7.6% | 1.01% | +6.4% |
| Q2 2021 | $2,465,000 | +8.2% | 19,074 | +0.2% | 0.95% | +1.9% |
| Q1 2021 | $2,278,000 | +21.2% | 19,041 | +15.3% | 0.93% | +8.8% |
| Q4 2020 | $1,880,000 | +15.9% | 16,517 | -12.8% | 0.85% | -6.7% |
| Q4 2019 | $1,622,000 | +16.8% | 18,935 | +6.4% | 0.92% | -0.1% |
| Q3 2019 | $1,389,000 | -3.8% | 17,794 | +0.9% | 0.92% | +5.5% |
| Q2 2019 | $1,444,000 | – | 17,641 | – | 0.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Millington Financial Advisors, LLC | 35,579 | $3,198,229 | 3.12% |
| PACIFIC SUN FINANCIAL CORP | 17,761 | $1,596,536 | 1.12% |
| MIRABELLA FINANCIAL SERVICES LLP | 118,451 | $10,647,559 | 0.95% |
| Royal Fund Management, LLC | 49,371 | $4,437,941 | 0.71% |
| LGT Financial Advisors LLC | 4,727 | $424,910 | 0.50% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 21,153 | $1,906,324 | 0.44% |
| NTV ASSET MANAGEMENT LLC | 24,855 | $2,234,216 | 0.44% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 54,776 | $4,936,454 | 0.41% |
| Blackston Financial Advisory Group, LLC | 6,096 | $548 | 0.40% |
| MEANS INVESTMENT CO., INC. | 21,925 | $1,970,871 | 0.40% |