SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 118 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 2.44 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $853,000 | -6.2% | 24,980 | -2.5% | 0.08% | +1.2% |
| Q2 2018 | $909,000 | +2.8% | 25,629 | -1.3% | 0.08% | +5.1% |
| Q1 2018 | $884,000 | -6.3% | 25,978 | +0.2% | 0.08% | -16.8% |
| Q4 2017 | $943,000 | +10.8% | 25,924 | -2.0% | 0.10% | +8.0% |
| Q3 2017 | $851,000 | +7.3% | 26,444 | -0.1% | 0.09% | -1.1% |
| Q2 2017 | $793,000 | -50.3% | 26,471 | -49.6% | 0.09% | -49.4% |
| Q1 2017 | $1,597,000 | +96.2% | 52,482 | +31.9% | 0.18% | +93.4% |
| Q1 2016 | $814,000 | – | 39,782 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vanderbilt University | 961,206 | $50,463,315 | 13.03% |
| Omnia Family Wealth, LLC | 188,783 | $9,911,108 | 6.14% |
| Legend Financial Advisors, Inc. | 113,405 | $5,953,764 | 5.08% |
| EHP Funds Inc. | 200,500 | $10,526,250 | 4.92% |
| AFFINITY WEALTH MANAGEMENT LLC | 393,037 | $20,634,429 | 4.75% |
| CUMBERLAND ADVISORS INC | 191,090 | $10,032,225 | 4.45% |
| Financial Sense Advisors, Inc. | 138,013 | $7,245,677 | 3.08% |
| FORTEM FINANCIAL GROUP, LLC | 88,439 | $4,643,022 | 2.72% |
| FOCUS Wealth Advisors, LLC | 70,731 | $3,713,414 | 2.58% |
| Lake Hills Wealth Management, LLC | 40,784 | $2,141,160 | 2.17% |