SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 194 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $268,000 | -9.8% | 2,249 | +0.0% | 0.09% | -4.3% |
| Q2 2021 | $297,000 | +5.3% | 2,248 | +0.1% | 0.09% | -1.1% |
| Q1 2021 | $282,000 | +9.7% | 2,246 | +0.4% | 0.10% | +2.2% |
| Q4 2020 | $257,000 | -23.3% | 2,238 | -41.7% | 0.09% | -30.1% |
| Q3 2020 | $335,000 | +2.8% | 3,837 | +3.1% | 0.13% | +14.7% |
| Q2 2020 | $326,000 | +17.3% | 3,720 | +1.8% | 0.12% | -7.2% |
| Q1 2020 | $278,000 | -57.2% | 3,655 | -33.8% | 0.12% | -54.0% |
| Q1 2015 | $650,000 | +100.6% | 5,522 | +86.3% | 0.27% | +107.6% |
| Q4 2014 | $324,000 | – | 2,964 | – | 0.13% | – |
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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% |