SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 225 filers reported holding SPDR SER TR in Q2 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 | $400,982 | -27.9% | 3,577 | -21.8% | 0.12% | -20.3% |
| Q2 2023 | $556,243 | -14.2% | 4,577 | -17.4% | 0.15% | -15.9% |
| Q1 2023 | $648,149 | +3.0% | 5,544 | -3.1% | 0.18% | -2.8% |
| Q4 2022 | $629,375 | -99.7% | 5,719 | +143.6% | 0.18% | +129.1% |
| Q3 2022 | $215,264,000 | +14.5% | 2,348 | +25.6% | 0.08% | +19.7% |
| Q2 2022 | $188,040,000 | +8.3% | 1,869 | +34.2% | 0.07% | +26.9% |
| Q1 2022 | $173,679,000 | – | 1,393 | – | 0.05% | – |
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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% |