SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 78 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 3.05 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,409 | -9.2% | 3,300 | -4.3% | 0.00% | – |
| Q2 2023 | $141,438 | -2.1% | 3,450 | -2.0% | 0.00% | – |
| Q1 2023 | $144,412 | -12.9% | 3,520 | -13.1% | 0.00% | – |
| Q4 2022 | $165,767 | +1.7% | 4,050 | -1.2% | 0.00% | -100.0% |
| Q3 2022 | $163,000 | -20.1% | 4,100 | -15.5% | 0.00% | 0.0% |
| Q2 2022 | $204,000 | -16.4% | 4,850 | -10.2% | 0.00% | 0.0% |
| Q1 2022 | $244,000 | -32.0% | 5,400 | -30.6% | 0.00% | 0.0% |
| Q4 2021 | $359,000 | – | 7,785 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hochman Cole Investment Advisors, Inc. | 57,020 | $2,451,000 | 1.35% |
| Financial Management Professionals, Inc. | 74,145 | $3,187,000 | 1.10% |
| Lionsbridge Wealth Management LLC | 16,844 | $723,000 | 0.81% |
| Wharton Business Group, LLC | 120,830 | $5,193,000 | 0.50% |
| VISTA INVESTMENT MANAGEMENT | 9,077 | $390,000 | 0.34% |
| BANK HAPOALIM BM | 30,772 | $1,323,000 | 0.31% |
| CX Institutional | 40,552 | $1,743,000 | 0.23% |
| FIRST CITIZENS BANK & TRUST CO | 51,285 | $2,204,000 | 0.18% |
| Brookstone Capital Management | 50,311 | $2,162,000 | 0.14% |
| Worth Venture Partners, LLC | 4,673 | $201,000 | 0.10% |