SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 255 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 2.36 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $588,000 | -26.7% | 8,363 | -39.9% | 0.88% | +19.9% |
| Q4 2020 | $802,000 | +7.7% | 13,915 | +0.6% | 0.73% | +3.1% |
| Q3 2020 | $745,000 | +16.4% | 13,835 | -5.1% | 0.71% | +15.3% |
| Q2 2020 | $640,000 | -1.1% | 14,582 | +2.5% | 0.61% | -3.5% |
| Q4 2019 | $647,000 | – | 14,225 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 443,654 | $38,057,000 | 11.89% |
| Wealth Enhancement & Preservation of GA, LLC | 187,271 | $16,064,000 | 10.83% |
| CMC Financial Group | 182,529 | $15,657,000 | 8.44% |
| VISTA FINANCE, LLC | 85,362 | $7,322,000 | 7.56% |
| Opal Wealth Advisors, LLC | 124,307 | $10,663,000 | 6.74% |
| Braun-Bostich & Associates Inc. | 319,107 | $24,230,000 | 5.78% |
| AFFINITY WEALTH MANAGEMENT LLC | 319,107 | $24,230,000 | 5.00% |
| Main Management ETF Advisors, LLC | 633,100 | $54,307,000 | 4.77% |
| 360 Financial, Inc. | 118,132 | $10,133,000 | 4.62% |
| Cavalier Investments, LLC | 154,162 | $13,224,000 | 3.43% |