SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 244 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.36 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 | 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% |