SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 137 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is 1.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $25,000 | +8.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | -4.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | -7.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $25,000 | +8.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | +35.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | -5.6% | 200 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $18,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -31.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $22,000 | +4.8% | 200 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $21,000 | -63.2% | 200 | -69.6% | 0.00% | -66.7% |
| Q1 2018 | $57,000 | – | 658 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 207,895 | $20,916,000 | 6.95% |
| Lee Financial Group Hawaii, Inc. | 46,383 | $4,667,000 | 4.55% |
| SFI Advisors, LLC | 20,828 | $2,095,000 | 2.32% |
| Engrave Wealth Partners LLC | 47,597 | $4,789,000 | 2.12% |
| Anson Capital, Inc. | 18,541 | $1,866,000 | 1.98% |
| PACIFIC SUN FINANCIAL CORP | 21,224 | $2,135,000 | 1.41% |
| Q3 Asset Management | 18,271 | $1,838,000 | 1.39% |
| Evolution Wealth Advisors, LLC | 43,935 | $4,420,000 | 1.12% |
| JMAC ENTERPRISES LLC | 40,446 | $4,069,000 | 1.05% |
| Legacy Wealth Planning, LLC | 5,845 | $588,000 | 0.84% |