SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 104 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,772 | -20.7% | 740 | 0.0% | 0.03% | -17.1% |
| Q2 2023 | $72,816 | +5.1% | 740 | 0.0% | 0.04% | -2.4% |
| Q1 2023 | $69,271 | +4.1% | 740 | 0.0% | 0.04% | +2.4% |
| Q4 2022 | $66,519 | +5.6% | 740 | 0.0% | 0.04% | -2.4% |
| Q3 2022 | $63,000 | 0.0% | 740 | 0.0% | 0.04% | +5.0% |
| Q2 2022 | $63,000 | -24.1% | 740 | 0.0% | 0.04% | -18.4% |
| Q1 2022 | $83,000 | -4.6% | 740 | 0.0% | 0.05% | -5.8% |
| Q4 2021 | $87,000 | -6.5% | 740 | 0.0% | 0.05% | +26.8% |
| Q3 2021 | $93,000 | -3.1% | 740 | 0.0% | 0.04% | -6.8% |
| Q2 2021 | $96,000 | +7.9% | 740 | 0.0% | 0.04% | -10.2% |
| Q1 2021 | $89,000 | +6.0% | 740 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $84,000 | – | 740 | – | 0.05% | – |
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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% |