SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 103 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,758 | -28.9% | 4,416 | -10.3% | 0.16% | -26.3% |
| Q2 2023 | $484,620 | +5.1% | 4,925 | 0.0% | 0.22% | -10.4% |
| Q1 2023 | $461,030 | +4.4% | 4,925 | +0.2% | 0.25% | -10.7% |
| Q4 2022 | $441,719 | +5.4% | 4,914 | 0.0% | 0.28% | +6.9% |
| Q3 2022 | $419,000 | +0.5% | 4,914 | 0.0% | 0.26% | +6.5% |
| Q2 2022 | $417,000 | -27.1% | 4,914 | -3.9% | 0.25% | -0.4% |
| Q1 2022 | $572,000 | -4.5% | 5,114 | 0.0% | 0.25% | +8.8% |
| Q4 2021 | $599,000 | – | 5,114 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 45,447 | $5,686,000 | 4.18% |
| Spectrum Wealth Advisory Group, LLC | 32,540 | $4,071,000 | 4.02% |
| Riggs Asset Managment Co. Inc. | 39,665 | $4,963,000 | 1.50% |
| PACIFIC SUN FINANCIAL CORP | 16,425 | $2,055,000 | 1.18% |
| Certified Advisory Corp | 35,922 | $4,495,000 | 1.09% |
| Royal Fund Management, LLC | 56,275 | $7,041,000 | 1.03% |
| Silverleafe Capital Partners, LLC | 20,529 | $2,569,000 | 1.01% |
| New England Investment & Retirement Group, Inc. | 31,661 | $3,961,000 | 0.91% |
| Clarus Wealth Advisors | 9,682 | $1,201,000 | 0.74% |
| BANK HAPOALIM BM | 50,422 | $6,309,000 | 0.66% |