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 2022 | $133,000 | 0.0% | 1,562 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $133,000 | -20.4% | 1,562 | +4.8% | 0.01% | 0.0% |
| Q1 2022 | $167,000 | -24.1% | 1,490 | -20.6% | 0.01% | -23.5% |
| Q4 2021 | $220,000 | -33.7% | 1,876 | -29.2% | 0.02% | -39.3% |
| Q3 2021 | $332,000 | +33.3% | 2,651 | +37.8% | 0.03% | +33.3% |
| Q2 2021 | $249,000 | +11.2% | 1,924 | +2.6% | 0.02% | -4.5% |
| Q1 2021 | $224,000 | -3.0% | 1,875 | -7.7% | 0.02% | -8.3% |
| Q4 2020 | $231,000 | +11.6% | 2,032 | -4.3% | 0.02% | -17.2% |
| Q3 2020 | $207,000 | +32.7% | 2,124 | +16.9% | 0.03% | +31.8% |
| Q4 2019 | $156,000 | +5100.0% | 1,817 | +679.8% | 0.02% | 0.0% |
| Q4 2018 | $3,000 | -99.8% | 233 | +1453.3% | 0.02% | -91.0% |
| Q3 2018 | $1,348,000 | +541.9% | 15 | -99.4% | 0.24% | +741.4% |
| Q2 2018 | $210,000 | – | 2,680 | – | 0.03% | – |
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% |