SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 204 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 2.35 and the average weighting 0.1%.
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 | 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% |