SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 4 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,231,419 | -8.9% | 10,985 | -1.3% | 0.02% | -5.3% |
Q2 2023 | $1,352,386 | +6.8% | 11,128 | +2.8% | 0.02% | -5.0% |
Q1 2023 | $1,265,785 | -6.7% | 10,827 | -12.1% | 0.02% | -16.7% |
Q4 2022 | $1,356,256 | +17.5% | 12,324 | -2.1% | 0.02% | +4.3% |
Q3 2022 | $1,154,000 | -11.6% | 12,589 | -3.0% | 0.02% | -8.0% |
Q2 2022 | $1,305,000 | -9.2% | 12,974 | +12.5% | 0.02% | +4.2% |
Q1 2022 | $1,438,000 | +58.2% | 11,537 | +47.9% | 0.02% | +71.4% |
Q4 2021 | $909,000 | +34.1% | 7,802 | +37.2% | 0.01% | +16.7% |
Q3 2021 | $678,000 | -12.5% | 5,686 | -3.0% | 0.01% | -7.7% |
Q2 2021 | $775,000 | +6.2% | 5,859 | +0.7% | 0.01% | -13.3% |
Q1 2021 | $730,000 | +12.5% | 5,816 | +2.8% | 0.02% | 0.0% |
Q4 2020 | $649,000 | +11.9% | 5,660 | -14.8% | 0.02% | 0.0% |
Q3 2020 | $580,000 | -5.8% | 6,645 | -5.4% | 0.02% | -16.7% |
Q2 2020 | $616,000 | +11.6% | 7,027 | -3.0% | 0.02% | -10.0% |
Q1 2020 | $552,000 | -11.5% | 7,248 | +26.6% | 0.02% | +11.1% |
Q4 2019 | $624,000 | – | 5,723 | – | 0.02% | – |
Download |
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% |