SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 326 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $813 | +262.9% | 6,000 | +200.0% | 0.00% | – |
| Q3 2023 | $224 | -16.1% | 2,000 | -9.1% | 0.00% | – |
| Q2 2023 | $267 | -99.9% | 2,200 | -35.3% | 0.00% | – |
| Q2 2019 | $353,000 | -58.6% | 3,400 | -68.5% | 0.00% | -100.0% |
| Q4 2018 | $852,000 | +193.8% | 10,800 | +223.4% | 0.00% | – |
| Q2 2018 | $290,000 | 0.0% | 3,340 | 0.0% | 0.00% | – |
| Q1 2018 | $290,000 | – | 3,340 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 204,745 | $23,847,000 | 5.00% |
| Lee Financial Group Hawaii, Inc. | 44,549 | $5,189,000 | 3.77% |
| SFI Advisors, LLC | 20,891 | $2,414,000 | 2.13% |
| Engrave Wealth Partners LLC | 52,380 | $6,101,000 | 1.76% |
| PACIFIC SUN FINANCIAL CORP | 20,025 | $2,332,000 | 1.24% |
| Cavalier Investments, LLC | 39,739 | $4,628,000 | 1.20% |
| Legacy Wealth Planning, LLC | 6,445 | $751,000 | 0.86% |
| Spectrum Wealth Advisory Group, LLC | 7,749 | $902,000 | 0.80% |
| JMAC ENTERPRISES LLC | 29,059 | $3,269,000 | 0.77% |
| HBW ADVISORY SERVICES LLC | 26,250 | $3,057,000 | 0.71% |