SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 104 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,899 | -20.7% | 1,305 | 0.0% | 0.01% | -22.2% |
| Q2 2023 | $128,434 | +7.1% | 1,305 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $119,963 | -41.5% | 1,305 | -45.5% | 0.02% | -13.6% |
| Q4 2019 | $205,000 | -11.6% | 2,395 | -19.4% | 0.02% | -15.4% |
| Q3 2019 | $232,000 | -41.9% | 2,970 | +48.8% | 0.03% | -88.8% |
| Q4 2018 | $399,000 | – | 1,996 | – | 0.23% | – |
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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% |