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 | $100,105 | -7.8% | 893 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $108,526 | +4.0% | 893 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $104,401 | +6.2% | 893 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $98,275 | +19.8% | 893 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $82,000 | -8.9% | 893 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $90,000 | -18.9% | 893 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $111,000 | +6.7% | 893 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $104,000 | -2.8% | 893 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $107,000 | -9.3% | 893 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $118,000 | +2.6% | 893 | -2.7% | 0.01% | -14.3% |
| Q1 2021 | $115,000 | +9.5% | 918 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $105,000 | +31.2% | 918 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $80,000 | 0.0% | 918 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $80,000 | +14.3% | 918 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $70,000 | -30.0% | 918 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $100,000 | +2.0% | 918 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $98,000 | +3.2% | 918 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $95,000 | +13.1% | 918 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $84,000 | +9.1% | 918 | -6.1% | 0.01% | 0.0% |
| Q4 2018 | $77,000 | -20.6% | 978 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $97,000 | +14.1% | 978 | 0.0% | 0.01% | +14.3% |
| Q2 2018 | $85,000 | 0.0% | 978 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $85,000 | -13.3% | 978 | -16.6% | 0.01% | -11.1% |
| Q4 2017 | $98,000 | +4.3% | 1,173 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $94,000 | -1.1% | 1,173 | -13.0% | 0.01% | 0.0% |
| Q2 2017 | $95,000 | +5.6% | 1,348 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $90,000 | +5.9% | 1,348 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $85,000 | – | 1,348 | – | 0.01% | – |
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% |