SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 243 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,977,407 | -3.3% | 17,640 | +4.8% | 0.40% | +7.6% |
| Q2 2023 | $2,045,305 | +29.1% | 16,830 | +24.2% | 0.37% | +16.7% |
| Q1 2023 | $1,584,331 | +137.6% | 13,552 | +123.7% | 0.32% | +121.7% |
| Q4 2022 | $666,668 | +55.0% | 6,058 | +25.2% | 0.14% | +14.4% |
| Q3 2022 | $430,000 | +87.8% | 4,837 | +108.9% | 0.12% | +155.1% |
| Q2 2022 | $229,000 | -87.1% | 2,316 | -83.7% | 0.05% | -82.5% |
| Q1 2021 | $1,782,000 | +48.6% | 14,188 | +35.8% | 0.28% | +54.7% |
| Q4 2020 | $1,199,000 | – | 10,450 | – | 0.18% | – |
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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% |