SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 84 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $213,246 | +3.5% | 2,278 | -0.7% | 0.04% | -11.1% |
| Q4 2022 | $206,120 | -1.8% | 2,293 | -6.6% | 0.04% | -11.8% |
| Q3 2022 | $210,000 | +1.0% | 2,456 | 0.0% | 0.05% | +4.1% |
| Q2 2022 | $208,000 | -30.4% | 2,456 | -7.9% | 0.05% | -15.5% |
| Q1 2022 | $299,000 | -4.5% | 2,667 | 0.0% | 0.06% | +9.4% |
| Q4 2021 | $313,000 | -6.3% | 2,667 | +0.0% | 0.05% | -13.1% |
| Q3 2021 | $334,000 | -5.6% | 2,666 | -2.6% | 0.06% | -4.7% |
| Q2 2021 | $354,000 | +7.3% | 2,737 | -0.7% | 0.06% | -1.5% |
| Q1 2021 | $330,000 | +1.5% | 2,757 | -3.5% | 0.06% | -9.7% |
| Q4 2020 | $325,000 | +21.3% | 2,857 | +3.6% | 0.07% | +1.4% |
| Q3 2020 | $268,000 | +26.4% | 2,757 | +16.2% | 0.07% | +14.5% |
| Q2 2020 | $212,000 | -7.4% | 2,372 | -11.3% | 0.06% | -12.7% |
| Q4 2019 | $229,000 | – | 2,673 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Millington Financial Advisors, LLC | 34,002 | $2,654,556 | 2.38% |
| Phoenix Holdings Ltd. | 993,600 | $77,570,352 | 1.42% |
| LGT Financial Advisors LLC | 4,727 | $369,037 | 0.47% |
| Royal Fund Management, LLC | 39,370 | $3,073,592 | 0.42% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 20,635 | $1,632,145 | 0.35% |
| NTV ASSET MANAGEMENT LLC | 24,470 | $1,910,373 | 0.35% |
| MEANS INVESTMENT CO., INC. | 18,438 | $1,439,459 | 0.24% |
| Financial Advocates Investment Management | 33,270 | $3,053,064 | 0.22% |
| Stonebridge Financial Planning Group, LLC | 3,501 | $273,323 | 0.18% |
| Quantum Private Wealth, LLC | 4,416 | $344,758 | 0.16% |