SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 183 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $433,250 | -0.8% | 3,095 | -0.4% | 0.02% | -9.1% |
| Q1 2024 | $436,554 | +19.5% | 3,107 | +15.2% | 0.02% | +4.8% |
| Q4 2023 | $365,370 | +32.8% | 2,698 | +9.9% | 0.02% | +5.0% |
| Q3 2023 | $275,138 | -68.2% | 2,454 | -65.6% | 0.02% | -67.7% |
| Q2 2023 | $866,043 | +5.1% | 7,126 | +1.1% | 0.06% | +5.1% |
| Q1 2023 | $823,905 | +21.8% | 7,047 | +14.7% | 0.06% | +13.5% |
| Q4 2022 | $676,336 | +157.2% | 6,145 | +154.5% | 0.05% | +57.6% |
| Q4 2019 | $263,000 | – | 2,415 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 204,745 | $23,847,000 | 5.00% |
| Lee Financial Group Hawaii, Inc. | 44,549 | $5,189,000 | 3.77% |
| SFI Advisors, LLC | 20,891 | $2,414,000 | 2.13% |
| Engrave Wealth Partners LLC | 52,380 | $6,101,000 | 1.76% |
| PACIFIC SUN FINANCIAL CORP | 20,025 | $2,332,000 | 1.24% |
| Cavalier Investments, LLC | 39,739 | $4,628,000 | 1.20% |
| Legacy Wealth Planning, LLC | 6,445 | $751,000 | 0.86% |
| Spectrum Wealth Advisory Group, LLC | 7,749 | $902,000 | 0.80% |
| JMAC ENTERPRISES LLC | 29,059 | $3,269,000 | 0.77% |
| HBW ADVISORY SERVICES LLC | 26,250 | $3,057,000 | 0.71% |