SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 233 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,308 | -82.2% | 2,054 | -80.7% | 0.00% | -80.0% |
| Q2 2023 | $1,295,700 | +145.1% | 10,662 | +135.8% | 0.02% | +150.0% |
| Q1 2023 | $528,689 | +5.0% | 4,522 | -1.2% | 0.01% | -14.3% |
| Q4 2022 | $503,597 | +20.2% | 4,576 | +0.0% | 0.01% | +16.7% |
| Q3 2022 | $419,000 | -5.4% | 4,575 | +4.0% | 0.01% | -14.3% |
| Q2 2022 | $443,000 | -11.0% | 4,400 | +9.7% | 0.01% | 0.0% |
| Q1 2022 | $498,000 | +19.1% | 4,010 | +11.8% | 0.01% | +16.7% |
| Q4 2021 | $418,000 | -2.3% | 3,587 | -0.1% | 0.01% | -14.3% |
| Q3 2021 | $428,000 | -18.8% | 3,592 | -9.6% | 0.01% | -30.0% |
| Q2 2021 | $527,000 | +16.9% | 3,974 | +11.0% | 0.01% | 0.0% |
| Q1 2021 | $451,000 | +6.9% | 3,581 | -3.3% | 0.01% | 0.0% |
| Q4 2020 | $422,000 | -27.9% | 3,705 | -45.2% | 0.01% | +11.1% |
| Q3 2020 | $585,000 | +91.8% | 6,755 | +93.4% | 0.01% | 0.0% |
| Q2 2020 | $305,000 | -40.8% | 3,493 | -48.6% | 0.01% | -40.0% |
| Q1 2020 | $515,000 | +50.6% | 6,799 | +116.9% | 0.02% | +87.5% |
| Q4 2019 | $342,000 | +9.6% | 3,134 | +7.1% | 0.01% | -38.5% |
| Q3 2019 | $312,000 | +2.6% | 2,927 | +0.2% | 0.01% | 0.0% |
| Q2 2019 | $304,000 | +15.6% | 2,922 | +1.8% | 0.01% | -7.1% |
| Q1 2019 | $263,000 | +21.8% | 2,870 | +6.0% | 0.01% | -61.1% |
| Q4 2018 | $216,000 | – | 2,708 | – | 0.04% | – |
Download | ||||||
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% |