SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 207 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,778 | -11.4% | 3,655 | -4.0% | 0.04% | -8.2% |
| Q2 2023 | $462,488 | +3.1% | 3,806 | -0.8% | 0.05% | -3.9% |
| Q1 2023 | $448,594 | +9.2% | 3,837 | +2.8% | 0.05% | +2.0% |
| Q4 2022 | $410,886 | +19.1% | 3,734 | -0.8% | 0.05% | +13.6% |
| Q3 2022 | $345,000 | -9.0% | 3,764 | +0.0% | 0.04% | -2.2% |
| Q2 2022 | $379,000 | -1.0% | 3,763 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $383,000 | -14.1% | 3,763 | -1.8% | 0.04% | +7.1% |
| Q4 2021 | $446,000 | -3.5% | 3,833 | -1.0% | 0.04% | -14.3% |
| Q3 2021 | $462,000 | -7.8% | 3,872 | +2.2% | 0.05% | +40.0% |
| Q2 2021 | $501,000 | +12.3% | 3,787 | +6.7% | 0.04% | -34.0% |
| Q1 2021 | $446,000 | – | 3,550 | – | 0.05% | – |
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% |