Surevest, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 107 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$779,000
-8.8%
9,099
-16.8%
0.33%
-20.7%
Q3 2019$854,000
-13.0%
10,939
-8.8%
0.42%
-17.6%
Q2 2019$982,000
-45.3%
12,001
-46.3%
0.51%
-53.8%
Q1 2019$1,794,000
+29.9%
22,328
+13.3%
1.10%
+1.3%
Q4 2018$1,381,00019,7131.09%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Millington Financial Advisors, LLC 35,579$3,198,2293.12%
PACIFIC SUN FINANCIAL CORP 17,761$1,596,5361.12%
MIRABELLA FINANCIAL SERVICES LLP 118,451$10,647,5590.95%
Royal Fund Management, LLC 49,371$4,437,9410.71%
LGT Financial Advisors LLC 4,727$424,9100.50%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 21,153$1,906,3240.44%
NTV ASSET MANAGEMENT LLC 24,855$2,234,2160.44%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 54,776$4,936,4540.41%
Blackston Financial Advisory Group, LLC 6,096$5480.40%
MEANS INVESTMENT CO., INC. 21,925$1,970,8710.40%
View complete list of SPDR SER TR shareholders