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 | $224,568 | -7.6% | 2,003 | +0.1% | 0.00% | – |
| Q2 2023 | $243,140 | +3.9% | 2,001 | -0.0% | 0.00% | – |
| Q1 2023 | $234,038 | -46.5% | 2,002 | -49.7% | 0.00% | – |
| Q4 2022 | $437,740 | +23.7% | 3,978 | +2.7% | 0.00% | – |
| Q3 2022 | $354,000 | -9.5% | 3,874 | -0.3% | 0.00% | – |
| Q2 2022 | $391,000 | +28.6% | 3,887 | +59.4% | 0.00% | – |
| Q1 2022 | $304,000 | +30.5% | 2,438 | +21.9% | 0.00% | – |
| Q4 2021 | $233,000 | -10.4% | 2,000 | -8.0% | 0.00% | – |
| Q3 2021 | $260,000 | -1.9% | 2,174 | +8.6% | 0.00% | – |
| Q2 2021 | $265,000 | +5.6% | 2,001 | +0.1% | 0.00% | – |
| Q1 2021 | $251,000 | +9.6% | 2,000 | 0.0% | 0.00% | – |
| Q4 2020 | $229,000 | -12.6% | 2,000 | -33.1% | 0.00% | – |
| Q2 2020 | $262,000 | +20.2% | 2,991 | +49.6% | 0.00% | – |
| Q4 2019 | $218,000 | -15.2% | 2,000 | -16.8% | 0.00% | – |
| Q3 2019 | $257,000 | +2.8% | 2,404 | 0.0% | 0.00% | – |
| Q2 2019 | $250,000 | +23.8% | 2,404 | +9.3% | 0.00% | – |
| Q1 2019 | $202,000 | -6.9% | 2,200 | +0.9% | 0.00% | – |
| Q3 2018 | $217,000 | – | 2,180 | – | 0.00% | – |
Download | ||||||
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% |