SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 62 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $147,717 | -4.0% | 1,750 | 0.0% | 0.00% | – |
| Q1 2024 | $153,895 | +4.4% | 1,750 | 0.0% | 0.00% | – |
| Q4 2023 | $147,455 | +7.9% | 1,750 | 0.0% | 0.00% | – |
| Q3 2023 | $136,623 | -20.7% | 1,750 | 0.0% | 0.00% | – |
| Q2 2023 | $172,200 | +5.1% | 1,750 | 0.0% | 0.00% | – |
| Q1 2023 | $163,818 | +4.1% | 1,750 | 0.0% | 0.00% | – |
| Q4 2022 | $157,308 | +5.6% | 1,750 | 0.0% | 0.00% | – |
| Q3 2022 | $149,000 | 0.0% | 1,750 | 0.0% | 0.00% | – |
| Q2 2022 | $149,000 | -24.0% | 1,750 | 0.0% | 0.00% | – |
| Q1 2022 | $196,000 | -4.4% | 1,750 | 0.0% | 0.00% | – |
| Q4 2021 | $205,000 | -6.4% | 1,750 | 0.0% | 0.00% | – |
| Q3 2021 | $219,000 | -3.1% | 1,750 | 0.0% | 0.00% | – |
| Q2 2021 | $226,000 | +8.1% | 1,750 | 0.0% | 0.00% | – |
| Q1 2021 | $209,000 | +5.0% | 1,750 | 0.0% | 0.00% | – |
| Q4 2020 | $199,000 | +17.1% | 1,750 | 0.0% | 0.00% | – |
| Q3 2020 | $170,000 | -49.4% | 1,750 | -50.0% | 0.00% | – |
| Q2 2020 | $336,000 | +33.9% | 3,500 | 0.0% | 0.00% | – |
| Q1 2020 | $251,000 | -44.2% | 3,500 | -33.3% | 0.00% | – |
| Q4 2019 | $450,000 | +9.8% | 5,250 | 0.0% | 0.00% | – |
| Q3 2019 | $410,000 | -28.4% | 5,250 | -25.0% | 0.00% | – |
| Q2 2019 | $573,000 | +2.0% | 7,000 | 0.0% | 0.00% | – |
| Q1 2019 | $562,000 | +14.7% | 7,000 | 0.0% | 0.00% | – |
| Q4 2018 | $490,000 | -20.3% | 7,000 | 0.0% | 0.00% | – |
| Q3 2018 | $615,000 | -1.8% | 7,000 | -12.5% | 0.00% | – |
| Q2 2018 | $626,000 | – | 8,000 | – | 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% |