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 | $29,510 | -20.7% | 378 | 0.0% | 0.00% | – |
| Q2 2023 | $37,195 | +21.5% | 378 | +15.6% | 0.00% | – |
| Q1 2023 | $30,610 | +206.1% | 327 | +284.7% | 0.00% | – |
| Q4 2021 | $10,000 | -9.1% | 85 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | +22.2% | 85 | -13.3% | 0.00% | – |
| Q2 2020 | $9,000 | -88.8% | 98 | -91.2% | 0.00% | – |
| Q1 2020 | $80,000 | -57.0% | 1,116 | -48.5% | 0.00% | – |
| Q4 2019 | $186,000 | -2.6% | 2,166 | -11.4% | 0.00% | – |
| Q3 2019 | $191,000 | -8.2% | 2,444 | -4.1% | 0.00% | – |
| Q2 2019 | $208,000 | +14.3% | 2,548 | +12.6% | 0.00% | – |
| Q1 2019 | $182,000 | +15.2% | 2,262 | +0.6% | 0.00% | – |
| Q4 2018 | $158,000 | -31.3% | 2,249 | -14.3% | 0.00% | – |
| Q3 2018 | $230,000 | +37.7% | 2,623 | +23.1% | 0.00% | – |
| Q2 2018 | $167,000 | +11.3% | 2,130 | -0.9% | 0.00% | – |
| Q1 2018 | $150,000 | +14.5% | 2,150 | +5.7% | 0.00% | – |
| Q4 2017 | $131,000 | +3.1% | 2,035 | +0.3% | 0.00% | – |
| Q3 2017 | $127,000 | +11.4% | 2,028 | +8.7% | 0.00% | – |
| Q2 2017 | $114,000 | +8.6% | 1,865 | 0.0% | 0.00% | – |
| Q1 2017 | $105,000 | +43.8% | 1,865 | +26.4% | 0.00% | – |
| Q4 2016 | $73,000 | +87.2% | 1,475 | +98.0% | 0.00% | – |
| Q3 2016 | $39,000 | -30.4% | 745 | -37.7% | 0.00% | – |
| Q2 2016 | $56,000 | +9.8% | 1,195 | 0.0% | 0.00% | – |
| Q1 2016 | $51,000 | -44.6% | 1,195 | -41.9% | 0.00% | – |
| Q4 2015 | $92,000 | +5.7% | 2,057 | +2.6% | 0.00% | – |
| Q3 2015 | $87,000 | -2.2% | 2,004 | +111.8% | 0.00% | – |
| Q2 2015 | $89,000 | +36.9% | 946 | +38.7% | 0.00% | – |
| Q1 2015 | $65,000 | – | 682 | – | 0.00% | – |
Download | ||||||
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% |