SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 108 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $242,556 | +11.8% | 2,465 | +27.1% | 0.01% | +25.0% |
| Q1 2022 | $217,000 | -11.1% | 1,940 | -6.8% | 0.00% | 0.0% |
| Q4 2021 | $244,000 | -7.6% | 2,081 | -1.2% | 0.00% | -20.0% |
| Q3 2021 | $264,000 | -8.0% | 2,106 | -5.2% | 0.01% | 0.0% |
| Q2 2021 | $287,000 | +7.9% | 2,221 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $266,000 | +5.6% | 2,221 | +0.2% | 0.01% | 0.0% |
| Q4 2020 | $252,000 | +17.2% | 2,217 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $215,000 | +3.4% | 2,210 | -4.8% | 0.01% | 0.0% |
| Q2 2020 | $208,000 | -13.3% | 2,322 | -22.3% | 0.01% | -16.7% |
| Q1 2019 | $240,000 | -7.7% | 2,990 | -19.3% | 0.01% | -25.0% |
| Q4 2018 | $260,000 | – | 3,706 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Millington Financial Advisors, LLC | 34,002 | $2,654,556 | 2.38% |
| Phoenix Holdings Ltd. | 993,600 | $77,570,352 | 1.42% |
| LGT Financial Advisors LLC | 4,727 | $369,037 | 0.47% |
| Royal Fund Management, LLC | 39,370 | $3,073,592 | 0.42% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 20,635 | $1,632,145 | 0.35% |
| NTV ASSET MANAGEMENT LLC | 24,470 | $1,910,373 | 0.35% |
| MEANS INVESTMENT CO., INC. | 18,438 | $1,439,459 | 0.24% |
| Financial Advocates Investment Management | 33,270 | $3,053,064 | 0.22% |
| Stonebridge Financial Planning Group, LLC | 3,501 | $273,323 | 0.18% |
| Quantum Private Wealth, LLC | 4,416 | $344,758 | 0.16% |