SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 115 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,089,447 | -10.2% | 13,955 | +13.1% | 0.00% | 0.0% |
| Q2 2023 | $1,213,474 | +1.8% | 12,337 | -3.0% | 0.00% | 0.0% |
| Q1 2023 | $1,191,492 | -8.7% | 12,724 | -12.3% | 0.00% | -33.3% |
| Q4 2022 | $1,304,337 | -1.1% | 14,514 | -6.0% | 0.00% | 0.0% |
| Q3 2022 | $1,319,000 | -0.6% | 15,441 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $1,327,000 | -49.5% | 15,612 | -33.0% | 0.00% | -40.0% |
| Q1 2022 | $2,629,000 | -26.4% | 23,307 | -23.4% | 0.01% | -28.6% |
| Q4 2021 | $3,572,000 | -20.6% | 30,438 | -15.3% | 0.01% | -22.2% |
| Q3 2021 | $4,497,000 | -21.0% | 35,948 | -18.4% | 0.01% | -25.0% |
| Q2 2021 | $5,690,000 | +24.0% | 44,035 | +14.8% | 0.01% | +9.1% |
| Q1 2021 | $4,590,000 | +65.3% | 38,369 | +57.4% | 0.01% | +57.1% |
| Q4 2020 | $2,777,000 | +39.2% | 24,377 | +19.0% | 0.01% | +16.7% |
| Q3 2020 | $1,995,000 | -25.8% | 20,485 | -31.9% | 0.01% | -33.3% |
| Q2 2020 | $2,689,000 | -22.3% | 30,079 | -37.7% | 0.01% | -35.7% |
| Q1 2020 | $3,461,000 | – | 48,282 | – | 0.01% | – |
Download | ||||||
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% |