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 | $296,744 | -20.0% | 3,801 | -8.3% | 0.00% | – |
| Q2 2020 | $371,000 | +8.8% | 4,147 | +4.3% | 0.00% | – |
| Q4 2019 | $341,000 | -75.0% | 3,977 | -77.2% | 0.00% | -100.0% |
| Q3 2019 | $1,364,000 | +107.0% | 17,475 | +116.9% | 0.00% | +100.0% |
| Q2 2019 | $659,000 | -61.3% | 8,057 | -62.0% | 0.00% | -66.7% |
| Q1 2019 | $1,705,000 | +246.5% | 21,221 | +202.3% | 0.00% | +200.0% |
| Q4 2018 | $492,000 | -89.9% | 7,021 | -87.3% | 0.00% | -90.0% |
| Q3 2018 | $4,848,000 | +20.5% | 55,208 | +7.4% | 0.01% | +11.1% |
| Q2 2018 | $4,022,000 | +83.5% | 51,425 | +63.6% | 0.01% | +50.0% |
| Q1 2018 | $2,192,000 | +93.8% | 31,436 | +79.0% | 0.01% | +100.0% |
| Q4 2017 | $1,131,000 | -42.9% | 17,561 | -44.3% | 0.00% | -50.0% |
| Q3 2017 | $1,981,000 | +324.2% | 31,553 | +314.8% | 0.01% | +200.0% |
| Q2 2017 | $467,000 | +14.5% | 7,606 | -3.4% | 0.00% | 0.0% |
| Q3 2016 | $408,000 | +20.0% | 7,871 | +9.2% | 0.00% | 0.0% |
| Q2 2016 | $340,000 | -3.1% | 7,209 | -12.7% | 0.00% | 0.0% |
| Q1 2016 | $351,000 | – | 8,258 | – | 0.00% | – |
Download | ||||||
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% |