SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 134 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $281,547 | -20.7% | 3,606 | 0.0% | 0.06% | -18.8% |
Q2 2023 | $354,864 | +5.1% | 3,606 | 0.0% | 0.07% | -1.4% |
Q1 2023 | $337,590 | +3.1% | 3,606 | -1.0% | 0.07% | -6.7% |
Q4 2022 | $327,590 | +5.3% | 3,644 | 0.0% | 0.08% | +1.4% |
Q3 2022 | $311,000 | -12.1% | 3,644 | 0.0% | 0.07% | 0.0% |
Q2 2022 | $354,000 | -17.3% | 3,644 | -4.7% | 0.07% | -16.9% |
Q1 2022 | $428,000 | +4.6% | 3,824 | 0.0% | 0.09% | +3.5% |
Q4 2021 | $409,000 | -14.4% | 3,824 | +0.2% | 0.09% | -20.4% |
Q3 2021 | $478,000 | +7.2% | 3,818 | +10.6% | 0.11% | +5.9% |
Q2 2021 | $446,000 | +21.2% | 3,451 | +7.9% | 0.10% | +14.6% |
Q1 2021 | $368,000 | +36.3% | 3,197 | +52.7% | 0.09% | +30.9% |
Q4 2020 | $270,000 | – | 2,094 | – | 0.07% | – |
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% |