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 34,002$2,654,5562.38%
Phoenix Holdings Ltd. 993,600$77,570,3521.42%
LGT Financial Advisors LLC 4,727$369,0370.47%
Royal Fund Management, LLC 39,370$3,073,5920.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 20,635$1,632,1450.35%
NTV ASSET MANAGEMENT LLC 24,470$1,910,3730.35%
MEANS INVESTMENT CO., INC. 18,438$1,439,4590.24%
Financial Advocates Investment Management 33,270$3,053,0640.22%
Stonebridge Financial Planning Group, LLC 3,501$273,3230.18%
Quantum Private Wealth, LLC 4,416$344,7580.16%
View complete list of SPDR SER TR shareholders