SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 125 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 47,540 | $5,326,000 | 5.14% |
| PACIFIC SUN FINANCIAL CORP | 20,227 | $2,266,000 | 1.24% |
| Royal Fund Management, LLC | 59,587 | $6,676,000 | 0.97% |
| Certified Advisory Corp | 36,382 | $4,076,000 | 0.87% |
| Blackston Financial Advisory Group, LLC | 7,946 | $994,000 | 0.65% |
| Integrity Financial Corp /WA | 5,703 | $639,000 | 0.52% |
| NTV ASSET MANAGEMENT LLC | 26,590 | $2,979,000 | 0.50% |
| Bell Rock Capital LLC | 4,568 | $495,000 | 0.46% |
| MEANS INVESTMENT CO., INC. | 22,052 | $2,471,000 | 0.45% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 54,776 | $6,091,000 | 0.42% |