SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 136 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260 | -9.4% | 2,320 | -1.6% | 0.00% | 0.0% |
| Q2 2023 | $287 | +8.7% | 2,358 | +4.4% | 0.00% | 0.0% |
| Q1 2023 | $264 | -12.3% | 2,258 | -17.5% | 0.00% | 0.0% |
| Q4 2022 | $301 | -99.9% | 2,738 | -47.1% | 0.00% | -50.0% |
| Q3 2022 | $474,000 | -12.7% | 5,171 | -4.2% | 0.00% | 0.0% |
| Q2 2022 | $543,000 | -24.2% | 5,397 | -6.1% | 0.00% | 0.0% |
| Q1 2022 | $716,000 | +72.9% | 5,746 | +61.6% | 0.00% | +100.0% |
| Q4 2021 | $414,000 | +53.3% | 3,556 | +57.1% | 0.00% | 0.0% |
| Q3 2021 | $270,000 | -66.9% | 2,264 | -63.3% | 0.00% | -50.0% |
| Q2 2021 | $816,000 | +296.1% | 6,167 | +276.0% | 0.00% | +100.0% |
| Q1 2021 | $206,000 | -0.5% | 1,640 | -37.4% | 0.00% | 0.0% |
| Q4 2018 | $207,000 | -25.5% | 2,618 | -6.3% | 0.00% | 0.0% |
| Q3 2018 | $278,000 | +20.3% | 2,793 | +5.2% | 0.00% | 0.0% |
| Q2 2018 | $231,000 | -5.3% | 2,654 | -5.3% | 0.00% | 0.0% |
| Q1 2018 | $244,000 | +14.6% | 2,804 | +10.0% | 0.00% | 0.0% |
| Q4 2017 | $213,000 | – | 2,550 | – | 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% |