SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 125 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $74,917 | +4.1% | 800 | 0.0% | 0.04% | +12.1% |
| Q4 2022 | $71,940 | +5.8% | 800 | 0.0% | 0.03% | -5.7% |
| Q3 2022 | $68,000 | 0.0% | 800 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $68,000 | -24.4% | 800 | 0.0% | 0.03% | -15.0% |
| Q1 2022 | $90,000 | -4.3% | 800 | 0.0% | 0.04% | +5.3% |
| Q4 2021 | $94,000 | -6.0% | 800 | 0.0% | 0.04% | -19.1% |
| Q3 2021 | $100,000 | -2.9% | 800 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $103,000 | +10.8% | 800 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $93,000 | +2.2% | 800 | 0.0% | 0.05% | -9.8% |
| Q4 2020 | $91,000 | +85.7% | 800 | +60.0% | 0.05% | +75.9% |
| Q3 2020 | $49,000 | – | 500 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 47,540 | $5,326,000 | 5.14% |
| PACIFIC SUN FINANCIAL CORP | 20,227 | $2,266,000 | 1.24% |
| Royal Fund Management, LLC | 59,587 | $6,676,000 | 0.97% |
| Certified Advisory Corp | 36,382 | $4,076,000 | 0.87% |
| Blackston Financial Advisory Group, LLC | 7,946 | $994,000 | 0.65% |
| Integrity Financial Corp /WA | 5,703 | $639,000 | 0.52% |
| NTV ASSET MANAGEMENT LLC | 26,590 | $2,979,000 | 0.50% |
| Bell Rock Capital LLC | 4,568 | $495,000 | 0.46% |
| MEANS INVESTMENT CO., INC. | 22,052 | $2,471,000 | 0.45% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 54,776 | $6,091,000 | 0.42% |