SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 249 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $467,000 | +15.6% | 5,327 | +0.3% | 0.04% | -8.3% |
| Q1 2020 | $404,000 | -34.1% | 5,311 | -5.5% | 0.05% | -11.1% |
| Q4 2019 | $613,000 | +10.5% | 5,618 | +8.1% | 0.05% | 0.0% |
| Q3 2019 | $555,000 | +112.6% | 5,197 | +106.6% | 0.05% | +107.7% |
| Q2 2019 | $261,000 | +1.6% | 2,516 | -10.2% | 0.03% | -7.1% |
| Q1 2019 | $257,000 | -16.8% | 2,802 | -28.3% | 0.03% | -28.2% |
| Q4 2018 | $309,000 | -22.9% | 3,910 | -2.9% | 0.04% | -13.3% |
| Q3 2018 | $401,000 | +58.5% | 4,025 | +38.7% | 0.04% | +45.2% |
| Q2 2018 | $253,000 | -3.8% | 2,901 | -4.3% | 0.03% | -8.8% |
| Q1 2018 | $263,000 | -1.9% | 3,031 | -5.5% | 0.03% | +3.0% |
| Q4 2017 | $268,000 | – | 3,206 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 206,525 | $24,632,000 | 5.69% |
| Lee Financial Group Hawaii, Inc. | 48,042 | $5,730,000 | 4.21% |
| American Financial Advisors, LLC | 114,655 | $13,675,000 | 1.83% |
| Engrave Wealth Partners LLC | 48,165 | $5,745,000 | 1.70% |
| PACIFIC SUN FINANCIAL CORP | 18,937 | $2,259,000 | 1.30% |
| Cavalier Investments, LLC | 32,644 | $3,893,000 | 1.23% |
| Spectrum Wealth Advisory Group, LLC | 7,967 | $950,000 | 0.94% |
| WT Wealth Management | 19,580 | $2,335,000 | 0.90% |
| Legacy Wealth Planning, LLC | 6,445 | $769,000 | 0.86% |
| HBW ADVISORY SERVICES LLC | 25,877 | $3,086,000 | 0.80% |