SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 150 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is 1.50 and the average weighting 0.3%.
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 | 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% |