SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 147 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,053 | -98.6% | 55 | -99.0% | 0.00% | -99.0% |
| Q1 2020 | $437,000 | -12.6% | 5,753 | +25.6% | 0.41% | -7.9% |
| Q4 2019 | $500,000 | +5.0% | 4,580 | +2.8% | 0.44% | +3.5% |
| Q3 2019 | $476,000 | +6.5% | 4,455 | +3.6% | 0.43% | +7.2% |
| Q2 2019 | $447,000 | +19.5% | 4,300 | +5.7% | 0.40% | +16.6% |
| Q1 2019 | $374,000 | +18.0% | 4,070 | +1.3% | 0.34% | +9.6% |
| Q4 2018 | $317,000 | -0.9% | 4,018 | +25.2% | 0.31% | +50.5% |
| Q3 2018 | $320,000 | +22.6% | 3,210 | +7.1% | 0.21% | +31.6% |
| Q2 2018 | $261,000 | -1.1% | 2,996 | -1.5% | 0.16% | 0.0% |
| Q1 2018 | $264,000 | – | 3,043 | – | 0.16% | – |
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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% |