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 | $59,208 | -43.8% | 758 | -29.2% | 0.00% | – |
| Q2 2023 | $105,392 | -60.2% | 1,071 | -62.1% | 0.00% | – |
| Q1 2023 | $264,504 | +159.0% | 2,826 | +148.8% | 0.00% | – |
| Q4 2022 | $102,115 | -31.0% | 1,136 | -34.5% | 0.00% | – |
| Q3 2022 | $148,000 | -18.2% | 1,735 | -18.6% | 0.00% | – |
| Q2 2022 | $181,000 | -45.6% | 2,131 | -28.3% | 0.00% | – |
| Q1 2022 | $333,000 | +54.2% | 2,974 | +61.4% | 0.00% | – |
| Q4 2021 | $216,000 | -8.1% | 1,843 | -2.0% | 0.00% | – |
| Q3 2021 | $235,000 | -5.6% | 1,880 | -2.6% | 0.00% | – |
| Q2 2021 | $249,000 | +10.7% | 1,931 | +2.6% | 0.00% | – |
| Q1 2021 | $225,000 | +16.0% | 1,882 | +10.3% | 0.00% | – |
| Q4 2020 | $194,000 | +51.6% | 1,707 | +30.0% | 0.00% | – |
| Q3 2020 | $128,000 | +2.4% | 1,313 | -6.5% | 0.00% | – |
| Q2 2020 | $125,000 | +8.7% | 1,405 | -12.5% | 0.00% | – |
| Q1 2020 | $115,000 | -36.8% | 1,605 | -24.6% | 0.00% | – |
| Q4 2019 | $182,000 | +9.6% | 2,129 | -0.0% | 0.00% | – |
| Q3 2019 | $166,000 | +16.9% | 2,130 | +22.8% | 0.00% | – |
| Q2 2019 | $142,000 | +65.1% | 1,734 | +59.8% | 0.00% | – |
| Q1 2019 | $86,000 | +41.0% | 1,085 | +22.6% | 0.00% | – |
| Q4 2018 | $61,000 | -33.0% | 885 | -14.2% | 0.00% | – |
| Q3 2018 | $91,000 | – | 1,032 | – | 0.00% | – |
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% |