SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 64 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 6.16 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,100,000 | -1.0% | 25,727 | 0.0% | 1.23% | 0.0% |
| Q2 2017 | $1,111,000 | -40.1% | 25,727 | -38.7% | 1.23% | -39.5% |
| Q3 2016 | $1,854,000 | +7.1% | 41,949 | +1.3% | 2.03% | +22.0% |
| Q2 2016 | $1,731,000 | +3.9% | 41,414 | 0.0% | 1.66% | +6.0% |
| Q1 2016 | $1,666,000 | -21.4% | 41,414 | 0.0% | 1.57% | +5.2% |
| Q4 2015 | $2,120,000 | – | 41,414 | – | 1.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hochman Cole Investment Advisors, Inc. | 54,892 | $2,764,000 | 1.16% |
| Lionsbridge Wealth Management LLC | 23,307 | $1,173,000 | 1.14% |
| Wharton Business Group, LLC | 84,325 | $4,246,000 | 0.33% |
| Robinson Value Management, Ltd. | 6,944 | $350,000 | 0.29% |
| VISTA INVESTMENT MANAGEMENT | 6,742 | $339,000 | 0.21% |
| FACTORY MUTUAL INSURANCE CO | 210,000 | $10,574,000 | 0.14% |
| FIRST CITIZENS BANK & TRUST CO | 47,441 | $2,389,000 | 0.11% |
| BANK HAPOALIM BM | 13,542 | $682,000 | 0.09% |
| NWAM LLC | 16,328 | $822,000 | 0.08% |
| Moloney Securities Asset Management, LLC | 7,906 | $398,000 | 0.08% |