SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 249 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.01 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 | 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% |