SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 103 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7 | -22.2% | 94 | 0.0% | 0.00% | – |
| Q2 2023 | $9 | -62.5% | 94 | -63.7% | 0.00% | – |
| Q1 2023 | $24 | +41.2% | 259 | +40.8% | 0.00% | – |
| Q4 2022 | $17 | -99.9% | 184 | 0.0% | 0.00% | – |
| Q3 2022 | $16,000 | -5.9% | 184 | -7.5% | 0.00% | – |
| Q2 2022 | $17,000 | -15.0% | 199 | +10.6% | 0.00% | – |
| Q1 2022 | $20,000 | -55.6% | 180 | -52.6% | 0.00% | – |
| Q4 2021 | $45,000 | – | 380 | – | 0.00% | – |
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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% |