SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 194 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,000 | -81.8% | 17 | -81.1% | 0.00% | -100.0% |
| Q3 2021 | $11,000 | -8.3% | 90 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $12,000 | -80.0% | 90 | -81.2% | 0.00% | -81.8% |
| Q1 2021 | $60,000 | -39.4% | 479 | -44.2% | 0.01% | -42.1% |
| Q4 2020 | $99,000 | +32.0% | 859 | 0.0% | 0.02% | +18.8% |
| Q3 2020 | $75,000 | -98.4% | 859 | -98.4% | 0.02% | -98.5% |
| Q2 2020 | $4,798,000 | +43.5% | 54,719 | +24.5% | 1.04% | +22.8% |
| Q1 2020 | $3,343,000 | -34.2% | 43,934 | -5.7% | 0.84% | -23.8% |
| Q4 2019 | $5,083,000 | -4.9% | 46,592 | -6.9% | 1.11% | -9.0% |
| Q3 2019 | $5,345,000 | +5.4% | 50,046 | +2.6% | 1.22% | +10.5% |
| Q2 2019 | $5,070,000 | +7.4% | 48,790 | -5.1% | 1.10% | +6.9% |
| Q1 2019 | $4,720,000 | +21354.5% | 51,415 | +18596.4% | 1.03% | +7257.1% |
| Q4 2018 | $22,000 | – | 275 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 189,080 | $21,195,868 | 9.40% |
| Lee Financial Group Hawaii, Inc. | 44,667 | $5,007,149 | 4.60% |
| Anson Capital, Inc. | 12,999 | $1,457,244 | 2.77% |
| Kraft, Davis & Associates, LLC | 64,399 | $7,069,483 | 2.66% |
| SFI Advisors, LLC | 21,663 | $2,428,422 | 2.37% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 34,026 | $3,814,315 | 1.83% |
| Heirloom Wealth Management | 36,550 | $4,097,255 | 1.82% |
| STAPP WEALTH MANAGEMENT, PLLC | 5,484 | $614,756 | 1.18% |
| DB Wealth Management Group, LLC | 12,876 | $1,443,386 | 0.91% |
| Cavalier Investments, LLC | 13,804 | $1,547,428 | 0.61% |