SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 162 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,745 | -80.0% | 372 | -78.4% | 0.00% | -80.0% |
| Q2 2023 | $209,190 | -65.4% | 1,721 | -66.7% | 0.01% | -68.8% |
| Q1 2023 | $603,840 | +6.2% | 5,165 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $568,408 | +19.4% | 5,165 | -0.6% | 0.02% | +6.2% |
| Q3 2022 | $476,000 | +47500.0% | 5,194 | +51840.0% | 0.02% | – |
| Q2 2022 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -75.0% | 10 | -63.0% | 0.00% | – |
| Q2 2021 | $4,000 | +33.3% | 27 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 27 | -25.0% | 0.00% | – |
| Q3 2020 | $3,000 | -92.5% | 36 | -92.1% | 0.00% | -100.0% |
| Q2 2020 | $40,000 | +1233.3% | 454 | +1161.1% | 0.00% | – |
| Q1 2020 | $3,000 | +50.0% | 36 | +89.5% | 0.00% | – |
| Q4 2019 | $2,000 | -84.6% | 19 | -84.0% | 0.00% | -100.0% |
| Q3 2019 | $13,000 | +30.0% | 119 | +19.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | – | 100 | – | 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% |