SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 90 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,961,000 | -1.7% | 31,661 | +1.5% | 0.91% | +4.1% |
| Q2 2021 | $4,030,000 | +8.3% | 31,189 | +0.3% | 0.88% | -2.6% |
| Q1 2021 | $3,721,000 | +26.4% | 31,110 | +20.3% | 0.90% | +31.0% |
| Q4 2020 | $2,944,000 | +44.7% | 25,863 | +23.7% | 0.69% | +34.0% |
| Q3 2020 | $2,035,000 | +20.7% | 20,902 | +10.9% | 0.51% | +20.8% |
| Q2 2020 | $1,686,000 | +65.5% | 18,855 | +32.6% | 0.42% | -2.3% |
| Q1 2020 | $1,019,000 | -12.4% | 14,217 | +4.7% | 0.43% | +8.8% |
| Q4 2019 | $1,163,000 | +11.9% | 13,578 | +2.0% | 0.40% | -8.1% |
| Q3 2019 | $1,039,000 | -1.0% | 13,308 | +3.7% | 0.43% | +2.1% |
| Q2 2019 | $1,050,000 | +34.8% | 12,830 | +32.3% | 0.42% | +19.4% |
| Q1 2019 | $779,000 | +12.9% | 9,698 | -1.5% | 0.36% | -10.1% |
| Q4 2018 | $690,000 | -17.7% | 9,850 | +3.2% | 0.40% | -27.9% |
| Q3 2018 | $838,000 | – | 9,540 | – | 0.55% | – |
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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% |