Aptus Capital Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 118 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.1%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$23,421
-20.7%
3000.0%0.00%0.0%
Q2 2023$29,520
+5.1%
3000.0%0.00%0.0%
Q1 2023$28,083
+4.1%
3000.0%0.00%0.0%
Q4 2022$26,967
+3.7%
3000.0%0.00%0.0%
Q3 2022$26,000
+4.0%
3000.0%0.00%0.0%
Q2 2022$25,000
-26.5%
3000.0%0.00%0.0%
Q1 2022$34,000
+47.8%
300
+50.0%
0.00%0.0%
Q4 2021$23,000
+76.9%
200
+100.0%
0.00%
Q3 2021$13,0000.0%1000.0%0.00%
Q2 2021$13,000
+8.3%
1000.0%0.00%
Q1 2021$12,000
+9.1%
1000.0%0.00%
-100.0%
Q4 2020$11,000
+22.2%
1000.0%0.00%
Q3 2020$9,000100
+9900.0%
0.00%
Q2 2020$010.0%0.00%
Q1 2020$0
-100.0%
1
-100.0%
0.00%
-100.0%
Q4 2019$2,054,000
+4.0%
23,991
-5.2%
0.15%
+32.7%
Q3 2019$1,975,000
-8.8%
25,299
-4.5%
0.11%
-63.9%
Q2 2019$2,166,00026,4800.30%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 45,447$5,686,0004.18%
Spectrum Wealth Advisory Group, LLC 32,540$4,071,0004.02%
Riggs Asset Managment Co. Inc. 39,665$4,963,0001.50%
PACIFIC SUN FINANCIAL CORP 16,425$2,055,0001.18%
Certified Advisory Corp 35,922$4,495,0001.09%
Royal Fund Management, LLC 56,275$7,041,0001.03%
Silverleafe Capital Partners, LLC 20,529$2,569,0001.01%
New England Investment & Retirement Group, Inc. 31,661$3,961,0000.91%
Clarus Wealth Advisors 9,682$1,201,0000.74%
BANK HAPOALIM BM 50,422$6,309,0000.66%
View complete list of SPDR SER TR shareholders