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 | $3,519 | -98.9% | 45 | -98.6% | 0.00% | -100.0% |
| Q2 2023 | $320,398 | +7492.4% | 3,256 | +7135.6% | 0.00% | – |
| Q1 2023 | $4,220 | +105400.0% | 45 | 0.0% | 0.00% | – |
| Q4 2022 | $4 | -100.0% | 45 | -99.5% | 0.00% | -100.0% |
| Q3 2021 | $1,159,000 | +375.0% | 9,264 | +166.2% | 0.03% | +81.2% |
| Q4 2018 | $244,000 | -14.4% | 3,480 | +7.3% | 0.02% | -27.3% |
| Q3 2018 | $285,000 | +35.7% | 3,242 | +21.6% | 0.02% | +15.8% |
| Q2 2018 | $210,000 | -98.0% | 2,666 | +1441.0% | 0.02% | +850.0% |
| Q2 2017 | $10,553,000 | – | 173 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 45,447 | $5,686,000 | 4.18% |
| Spectrum Wealth Advisory Group, LLC | 32,540 | $4,071,000 | 4.02% |
| Riggs Asset Managment Co. Inc. | 39,665 | $4,963,000 | 1.50% |
| PACIFIC SUN FINANCIAL CORP | 16,425 | $2,055,000 | 1.18% |
| Certified Advisory Corp | 35,922 | $4,495,000 | 1.09% |
| Royal Fund Management, LLC | 56,275 | $7,041,000 | 1.03% |
| Silverleafe Capital Partners, LLC | 20,529 | $2,569,000 | 1.01% |
| New England Investment & Retirement Group, Inc. | 31,661 | $3,961,000 | 0.91% |
| Clarus Wealth Advisors | 9,682 | $1,201,000 | 0.74% |
| BANK HAPOALIM BM | 50,422 | $6,309,000 | 0.66% |