SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 100 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $729,000 | +21.9% | 8,150 | -2.3% | 0.20% | +10.5% |
| Q1 2020 | $598,000 | -14.2% | 8,343 | +2.6% | 0.18% | +12.4% |
| Q4 2019 | $697,000 | -42.5% | 8,134 | -47.6% | 0.16% | +9.5% |
| Q3 2019 | $1,212,000 | +93.6% | 15,522 | +102.9% | 0.15% | +0.7% |
| Q2 2019 | $626,000 | +5.4% | 7,650 | +3.5% | 0.15% | 0.0% |
| Q1 2019 | $594,000 | +33.5% | 7,392 | +16.5% | 0.15% | +16.8% |
| Q4 2018 | $445,000 | -5.7% | 6,345 | +18.0% | 0.12% | -6.0% |
| Q3 2018 | $472,000 | – | 5,375 | – | 0.13% | – |
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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% |