SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 98 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,973 | -35.5% | 639 | -23.1% | 0.00% | – |
| Q2 2023 | $82,098 | -54.0% | 831 | -58.1% | 0.00% | – |
| Q4 2022 | $178,606 | -44.4% | 1,984 | -42.5% | 0.00% | – |
| Q3 2022 | $321,000 | +224.2% | 3,448 | +210.6% | 0.00% | – |
| Q2 2022 | $99,000 | -13.2% | 1,110 | +10.2% | 0.00% | – |
| Q1 2022 | $114,000 | -26.5% | 1,007 | -22.6% | 0.00% | – |
| Q4 2021 | $155,000 | -10.4% | 1,301 | 0.0% | 0.00% | – |
| Q3 2021 | $173,000 | -9.4% | 1,301 | -10.7% | 0.00% | – |
| Q2 2021 | $191,000 | +57.9% | 1,457 | +45.6% | 0.00% | – |
| Q1 2021 | $121,000 | +4.3% | 1,001 | +2.2% | 0.00% | – |
| Q4 2020 | $116,000 | -13.4% | 979 | -28.0% | 0.00% | – |
| Q3 2020 | $134,000 | -4.3% | 1,360 | -12.0% | 0.00% | – |
| Q2 2020 | $140,000 | +18.6% | 1,545 | -8.3% | 0.00% | – |
| Q1 2020 | $118,000 | -19.2% | 1,685 | -1.2% | 0.00% | – |
| Q4 2019 | $146,000 | -59.6% | 1,705 | -63.1% | 0.00% | – |
| Q3 2019 | $361,000 | -6.2% | 4,623 | -1.7% | 0.00% | – |
| Q2 2019 | $385,000 | +0.8% | 4,703 | -1.1% | 0.00% | – |
| Q1 2019 | $382,000 | +2.1% | 4,753 | -10.8% | 0.00% | – |
| Q4 2018 | $374,000 | -18.2% | 5,331 | +2.5% | 0.00% | – |
| Q3 2018 | $457,000 | +9.6% | 5,203 | -2.5% | 0.00% | – |
| Q2 2018 | $417,000 | +14.6% | 5,337 | +2.3% | 0.00% | – |
| Q1 2018 | $364,000 | +3.7% | 5,215 | -4.4% | 0.00% | – |
| Q4 2017 | $351,000 | +11.8% | 5,455 | +9.2% | 0.00% | – |
| Q3 2017 | $314,000 | +982.8% | 4,996 | +967.5% | 0.00% | – |
| Q2 2017 | $29,000 | +52.6% | 468 | +37.6% | 0.00% | – |
| Q1 2017 | $19,000 | – | 340 | – | 0.00% | – |
Download | ||||||
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% |