SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 134 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,053,064 | +1126.1% | 33,270 | +1392.6% | 0.22% | +1275.0% |
| Q1 2022 | $249,000 | -87.7% | 2,229 | -87.1% | 0.02% | -87.4% |
| Q4 2021 | $2,023,000 | -2.1% | 17,252 | +4.5% | 0.13% | -9.3% |
| Q3 2021 | $2,066,000 | +4.4% | 16,506 | +5.4% | 0.14% | +6.1% |
| Q2 2021 | $1,978,000 | +12.4% | 15,667 | +6.4% | 0.13% | +5.6% |
| Q1 2021 | $1,760,000 | -42.1% | 14,718 | -76.8% | 0.12% | -39.9% |
| Q4 2020 | $3,038,000 | +220.8% | 63,416 | +552.6% | 0.21% | +156.8% |
| Q3 2020 | $947,000 | +22.2% | 9,717 | +11.5% | 0.08% | +11.0% |
| Q2 2020 | $775,000 | +3.6% | 8,711 | -16.5% | 0.07% | -31.8% |
| Q1 2020 | $748,000 | – | 10,436 | – | 0.11% | – |
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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% |