SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 250 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 2.28 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,316 | -44.5% | 249 | -54.9% | 0.01% | -16.7% |
| Q2 2022 | $24,000 | -60.7% | 552 | -43.6% | 0.01% | +20.0% |
| Q1 2022 | $61,000 | +110.3% | 978 | +44.5% | 0.01% | +25.0% |
| Q3 2021 | $29,000 | -50.8% | 677 | -50.6% | 0.00% | -33.3% |
| Q2 2021 | $59,000 | -25.3% | 1,370 | -29.9% | 0.01% | -45.5% |
| Q1 2021 | $79,000 | +1216.7% | 1,955 | +951.1% | 0.01% | +266.7% |
| Q1 2017 | $6,000 | -87.0% | 186 | -87.7% | 0.00% | -87.5% |
| Q4 2016 | $46,000 | -67.1% | 1,516 | -71.3% | 0.02% | -63.1% |
| Q3 2016 | $140,000 | +185.7% | 5,287 | +164.4% | 0.06% | +132.1% |
| Q2 2016 | $49,000 | – | 2,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vanderbilt University | 961,206 | $50,463,315 | 13.03% |
| Omnia Family Wealth, LLC | 188,783 | $9,911,108 | 6.14% |
| Legend Financial Advisors, Inc. | 113,405 | $5,953,764 | 5.08% |
| EHP Funds Inc. | 200,500 | $10,526,250 | 4.92% |
| AFFINITY WEALTH MANAGEMENT LLC | 393,037 | $20,634,429 | 4.75% |
| CUMBERLAND ADVISORS INC | 191,090 | $10,032,225 | 4.45% |
| Financial Sense Advisors, Inc. | 138,013 | $7,245,677 | 3.08% |
| FORTEM FINANCIAL GROUP, LLC | 88,439 | $4,643,022 | 2.72% |
| FOCUS Wealth Advisors, LLC | 70,731 | $3,713,414 | 2.58% |
| Lake Hills Wealth Management, LLC | 40,784 | $2,141,160 | 2.17% |