SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 243 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $297,401 | -9.1% | 2,653 | -1.4% | 0.04% | -7.7% |
Q2 2023 | $327,037 | +4.5% | 2,691 | +0.6% | 0.04% | 0.0% |
Q1 2023 | $312,851 | +27.2% | 2,676 | -0.3% | 0.04% | +11.4% |
Q3 2022 | $246,000 | +10.8% | 2,684 | +21.5% | 0.04% | +16.7% |
Q2 2022 | $222,000 | +5.2% | 2,209 | +21.6% | 0.03% | +15.4% |
Q1 2022 | $211,000 | – | 1,816 | – | 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% |