SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 128 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,671 | -8.8% | 316 | +14.9% | 0.01% | 0.0% |
| Q2 2023 | $27,060 | +0.4% | 275 | -4.5% | 0.01% | -14.3% |
| Q1 2023 | $26,960 | -17.1% | 288 | -20.4% | 0.01% | -12.5% |
| Q4 2022 | $32,540 | +713.5% | 362 | +761.9% | 0.01% | +700.0% |
| Q3 2022 | $4,000 | +33.3% | 42 | +40.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | +200.0% | 30 | +150.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | -50.0% | 12 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | +100.0% | 12 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 12 | – | 0.00% | – |
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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% |