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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $117,756 | -30.3% | 1,310 | +0.2% | 0.06% | -29.3% |
| Q2 2021 | $169,000 | +38.5% | 1,307 | +29.3% | 0.08% | +22.4% |
| Q1 2021 | $122,000 | -70.5% | 1,011 | -72.1% | 0.07% | -72.5% |
| Q4 2020 | $413,000 | +25.9% | 3,627 | +7.5% | 0.24% | 0.0% |
| Q3 2020 | $328,000 | +45.1% | 3,373 | +33.2% | 0.24% | +29.1% |
| Q2 2020 | $226,000 | -34.5% | 2,533 | -47.4% | 0.19% | -81.2% |
| Q1 2020 | $345,000 | -93.4% | 4,820 | -92.1% | 1.01% | -85.0% |
| Q4 2019 | $5,215,000 | – | 60,888 | – | 6.70% | – |
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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% |