SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 127 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $760,000 | -26.9% | 17,643 | -43.3% | 0.24% | +121.7% |
| Q4 2020 | $1,040,000 | +1.7% | 31,105 | -22.6% | 0.11% | -15.9% |
| Q3 2019 | $1,023,000 | -22.0% | 40,178 | -9.0% | 0.13% | -3.8% |
| Q1 2019 | $1,311,000 | +20.1% | 44,171 | +5.9% | 0.13% | -27.2% |
| Q4 2018 | $1,092,000 | -78.4% | 41,706 | -71.8% | 0.18% | -69.8% |
| Q3 2018 | $5,053,000 | +72.3% | 147,935 | +78.9% | 0.60% | +35.7% |
| Q2 2018 | $2,933,000 | – | 82,683 | – | 0.44% | – |
Download | ||||||
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% |