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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $205,000 | -22.1% | 1,750 | -16.7% | 0.12% | -25.8% |
| Q3 2021 | $263,000 | -14.6% | 2,100 | -11.9% | 0.16% | -12.8% |
| Q2 2021 | $308,000 | +25.7% | 2,385 | +16.3% | 0.19% | +7.5% |
| Q1 2021 | $245,000 | +17.2% | 2,050 | -4.7% | 0.17% | -20.2% |
| Q3 2020 | $209,000 | +4.0% | 2,150 | -4.4% | 0.22% | +6.9% |
| Q2 2020 | $201,000 | – | 2,250 | – | 0.20% | – |
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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% |