SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 78 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $224,000 | +4.7% | 5,250 | -11.0% | 0.02% | -22.6% |
| Q1 2020 | $214,000 | -20.1% | 5,899 | +0.0% | 0.03% | +14.8% |
| Q4 2019 | $268,000 | +3.5% | 5,897 | -19.5% | 0.03% | -6.9% |
| Q3 2019 | $259,000 | -18.8% | 7,322 | -8.4% | 0.03% | -27.5% |
| Q2 2019 | $319,000 | +12.7% | 7,995 | +15.5% | 0.04% | +5.3% |
| Q1 2019 | $283,000 | +31.0% | 6,920 | +18.4% | 0.04% | +11.8% |
| Q4 2018 | $216,000 | -12.9% | 5,844 | +14.2% | 0.03% | +13.3% |
| Q3 2018 | $248,000 | – | 5,116 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hochman Cole Investment Advisors, Inc. | 57,020 | $2,451,000 | 1.35% |
| Financial Management Professionals, Inc. | 74,145 | $3,187,000 | 1.10% |
| Lionsbridge Wealth Management LLC | 16,844 | $723,000 | 0.81% |
| Wharton Business Group, LLC | 120,830 | $5,193,000 | 0.50% |
| VISTA INVESTMENT MANAGEMENT | 9,077 | $390,000 | 0.34% |
| BANK HAPOALIM BM | 30,772 | $1,323,000 | 0.31% |
| CX Institutional | 40,552 | $1,743,000 | 0.23% |
| FIRST CITIZENS BANK & TRUST CO | 51,285 | $2,204,000 | 0.18% |
| Brookstone Capital Management | 50,311 | $2,162,000 | 0.14% |
| Worth Venture Partners, LLC | 4,673 | $201,000 | 0.10% |