SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 104 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $161,136 | +20.5% | 2,064 | -16.0% | 0.00% | – |
| Q2 2023 | $133,705 | -20.2% | 2,456 | +37.3% | 0.00% | -100.0% |
| Q1 2023 | $167,468 | +226.8% | 1,789 | +213.9% | 0.00% | – |
| Q4 2022 | $51,237 | +1607.9% | 570 | +1290.2% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 41 | +86.4% | 0.00% | – |
| Q4 2021 | $3,000 | -93.5% | 22 | -94.1% | 0.00% | -100.0% |
| Q3 2021 | $46,000 | -81.6% | 371 | -80.8% | 0.00% | -66.7% |
| Q2 2021 | $250,000 | +4066.7% | 1,934 | +4104.3% | 0.00% | – |
| Q1 2021 | $6,000 | – | 46 | – | 0.00% | – |
Download | ||||||
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% |