SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 253 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $821,964 | -62.3% | 10,735 | -60.4% | 0.01% | -61.1% |
| Q2 2023 | $2,177,476 | +188.4% | 27,117 | +143.3% | 0.02% | +157.1% |
| Q1 2023 | $755,099 | +53.2% | 11,144 | +93.8% | 0.01% | 0.0% |
| Q4 2021 | $493,000 | -22.0% | 5,751 | -36.0% | 0.01% | -41.7% |
| Q1 2021 | $632,000 | +107.2% | 8,983 | +69.6% | 0.01% | +100.0% |
| Q4 2020 | $305,000 | – | 5,298 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 443,654 | $38,057,000 | 11.89% |
| Wealth Enhancement & Preservation of GA, LLC | 187,271 | $16,064,000 | 10.83% |
| CMC Financial Group | 182,529 | $15,657,000 | 8.44% |
| VISTA FINANCE, LLC | 85,362 | $7,322,000 | 7.56% |
| Opal Wealth Advisors, LLC | 124,307 | $10,663,000 | 6.74% |
| Braun-Bostich & Associates Inc. | 319,107 | $24,230,000 | 5.78% |
| AFFINITY WEALTH MANAGEMENT LLC | 319,107 | $24,230,000 | 5.00% |
| Main Management ETF Advisors, LLC | 633,100 | $54,307,000 | 4.77% |
| 360 Financial, Inc. | 118,132 | $10,133,000 | 4.62% |
| Cavalier Investments, LLC | 154,162 | $13,224,000 | 3.43% |