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 | $3,363 | -100.0% | 30 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $7,758,000 | -1.8% | 71,108 | -3.9% | 0.56% | -10.7% |
| Q3 2019 | $7,904,000 | +0.3% | 73,988 | -2.4% | 0.63% | -1.1% |
| Q2 2019 | $7,878,000 | +11.3% | 75,817 | -1.7% | 0.64% | +9.1% |
| Q1 2019 | $7,078,000 | +14.4% | 77,109 | -1.6% | 0.58% | -4.4% |
| Q4 2018 | $6,185,000 | -38.1% | 78,372 | -21.9% | 0.61% | -25.9% |
| Q3 2018 | $9,993,000 | +14.6% | 100,381 | +0.3% | 0.82% | +9.0% |
| Q2 2018 | $8,721,000 | +10.0% | 100,091 | +9.6% | 0.76% | +4.9% |
| Q1 2018 | $7,931,000 | – | 91,299 | – | 0.72% | – |
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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% |