SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 95 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.67 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $6,000 | -40.0% | 69 | -19.8% | 0.00% | -50.0% |
| Q1 2022 | $10,000 | -73.0% | 86 | -72.4% | 0.00% | -66.7% |
| Q4 2021 | $37,000 | -26.0% | 312 | -22.0% | 0.01% | -33.3% |
| Q3 2021 | $50,000 | -35.9% | 400 | -33.7% | 0.01% | -35.7% |
| Q2 2021 | $78,000 | -99.1% | 603 | -99.1% | 0.01% | -99.2% |
| Q1 2021 | $8,291,000 | +75.5% | 69,166 | +66.6% | 1.66% | +134.4% |
| Q4 2020 | $4,725,000 | +13.9% | 41,505 | -3.2% | 0.71% | +5.8% |
| Q3 2020 | $4,150,000 | +177.2% | 42,863 | +155.9% | 0.67% | +120.5% |
| Q2 2020 | $1,497,000 | – | 16,747 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 41,171 | $3,475,232 | 2.68% |
| LGT Financial Advisors LLC | 4,727 | $399,005 | 0.84% |
| PACIFIC SUN FINANCIAL CORP | 13,961 | $1,178,444 | 0.70% |
| Solutions 4 Wealth, Ltd | 3,535 | $298,388 | 0.68% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 20,635 | $1,741,331 | 0.47% |
| NTV ASSET MANAGEMENT LLC | 18,660 | $1,575,085 | 0.22% |
| Clear Creek Financial Management, LLC | 17,959 | $1,515,898 | 0.18% |
| Royal Fund Management, LLC | 26,934 | $2,274,511 | 0.18% |
| Meridian Financial, LLC | 2,601 | $219,550 | 0.16% |
| MGB Wealth Management, LLC | 4,154 | $360,509 | 0.14% |