SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 120 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $539,848 | +108086.0% | 5,486 | +2.7% | 0.00% | 0.0% |
| Q1 2023 | $499 | +3.5% | 5,340 | -0.5% | 0.00% | 0.0% |
| Q4 2022 | $482 | -99.5% | 5,367 | +339.6% | 0.00% | +100.0% |
| Q3 2022 | $104,000 | +50.7% | 1,221 | +48.9% | 0.00% | – |
| Q2 2022 | $69,000 | -24.2% | 820 | 0.0% | 0.00% | – |
| Q1 2022 | $91,000 | -17.3% | 820 | -13.0% | 0.00% | -100.0% |
| Q4 2021 | $110,000 | -6.0% | 943 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $117,000 | +3.5% | 943 | +7.6% | 0.00% | 0.0% |
| Q2 2021 | $113,000 | +48.7% | 876 | +36.9% | 0.00% | 0.0% |
| Q1 2021 | $76,000 | +245.5% | 640 | +229.9% | 0.00% | – |
| Q4 2020 | $22,000 | – | 194 | – | 0.00% | – |
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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% |