SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 84 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $833,000 | +15.2% | 7,103 | +22.9% | 0.06% | -1.8% |
| Q3 2021 | $723,000 | -2.8% | 5,778 | +0.4% | 0.06% | -6.7% |
| Q2 2021 | $744,000 | +8.1% | 5,755 | +0.1% | 0.06% | -1.6% |
| Q1 2021 | $688,000 | +29.1% | 5,748 | +22.8% | 0.06% | +19.6% |
| Q4 2020 | $533,000 | +2.1% | 4,681 | -12.7% | 0.05% | -8.9% |
| Q3 2020 | $522,000 | -2.2% | 5,362 | -10.2% | 0.06% | -9.7% |
| Q2 2020 | $534,000 | +32.2% | 5,970 | +5.9% | 0.06% | +19.2% |
| Q1 2020 | $404,000 | -14.6% | 5,635 | +2.1% | 0.05% | +6.1% |
| Q4 2019 | $473,000 | +154.3% | 5,517 | +131.6% | 0.05% | +145.0% |
| Q3 2019 | $186,000 | +44.2% | 2,382 | +51.3% | 0.02% | +42.9% |
| Q2 2019 | $129,000 | +163.3% | 1,574 | +125.2% | 0.01% | +40.0% |
| Q4 2018 | $49,000 | – | 699 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Millington Financial Advisors, LLC | 34,002 | $2,654,556 | 2.38% |
| Phoenix Holdings Ltd. | 993,600 | $77,570,352 | 1.42% |
| LGT Financial Advisors LLC | 4,727 | $369,037 | 0.47% |
| Royal Fund Management, LLC | 39,370 | $3,073,592 | 0.42% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 20,635 | $1,632,145 | 0.35% |
| NTV ASSET MANAGEMENT LLC | 24,470 | $1,910,373 | 0.35% |
| MEANS INVESTMENT CO., INC. | 18,438 | $1,439,459 | 0.24% |
| Financial Advocates Investment Management | 33,270 | $3,053,064 | 0.22% |
| Stonebridge Financial Planning Group, LLC | 3,501 | $273,323 | 0.18% |
| Quantum Private Wealth, LLC | 4,416 | $344,758 | 0.16% |