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 2023 | $136,233 | +1741.2% | 1,006 | +1424.2% | 0.07% | +1625.0% |
| Q3 2023 | $7,399 | +52.2% | 66 | +65.0% | 0.00% | +100.0% |
| Q2 2023 | $4,861 | +4.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,676 | +32.8% | 40 | +25.0% | 0.00% | 0.0% |
| Q4 2022 | $3,522 | +17.4% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -40.0% | 32 | -13.5% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -16.7% | 37 | -22.9% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | 0.0% | 48 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $6,000 | 0.0% | 48 | 0.0% | 0.00% | +50.0% |
| Q2 2021 | $6,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | -57.1% | 48 | -59.7% | 0.00% | -50.0% |
| Q4 2020 | $14,000 | +27.3% | 119 | -9.2% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | -69.4% | 131 | -68.3% | 0.00% | -69.2% |
| Q2 2020 | $36,000 | – | 413 | – | 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% |