SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 219 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,608,459 | -5.2% | 14,348 | +2.8% | 0.02% | -7.4% |
| Q2 2023 | $1,696,439 | +4.0% | 13,959 | +0.1% | 0.03% | 0.0% |
| Q1 2023 | $1,630,949 | +0.5% | 13,950 | -5.4% | 0.03% | -6.9% |
| Q4 2022 | $1,622,200 | +16.5% | 14,741 | -2.9% | 0.03% | -21.6% |
| Q3 2022 | $1,392,000 | -9.8% | 15,179 | -1.0% | 0.04% | +5.7% |
| Q2 2022 | $1,543,000 | -31.9% | 15,336 | -15.7% | 0.04% | -22.2% |
| Q1 2022 | $2,267,000 | +11.8% | 18,185 | +4.5% | 0.04% | +9.8% |
| Q4 2021 | $2,027,000 | -31.8% | 17,402 | -30.1% | 0.04% | -29.3% |
| Q3 2021 | $2,970,000 | -0.8% | 24,900 | +10.0% | 0.06% | -18.3% |
| Q2 2021 | $2,995,000 | +2.0% | 22,635 | -3.2% | 0.07% | -12.3% |
| Q1 2021 | $2,936,000 | +5.8% | 23,374 | -3.4% | 0.08% | -9.0% |
| Q4 2020 | $2,775,000 | +19.2% | 24,186 | -9.3% | 0.09% | +1.1% |
| Q3 2020 | $2,328,000 | -2.2% | 26,660 | -1.8% | 0.09% | -13.7% |
| Q2 2020 | $2,381,000 | +26.4% | 27,150 | +9.6% | 0.10% | +1.0% |
| Q1 2020 | $1,884,000 | -21.1% | 24,766 | +13.2% | 0.10% | -1.0% |
| Q4 2019 | $2,388,000 | +21.0% | 21,886 | +18.5% | 0.10% | +17.2% |
| Q3 2019 | $1,974,000 | -0.3% | 18,472 | -3.3% | 0.09% | -1.1% |
| Q2 2019 | $1,979,000 | +5.9% | 19,104 | -6.4% | 0.09% | -5.4% |
| Q1 2019 | $1,868,000 | -8.5% | 20,411 | -21.1% | 0.09% | -21.8% |
| Q4 2018 | $2,041,000 | -23.3% | 25,877 | -3.2% | 0.12% | -8.5% |
| Q3 2018 | $2,661,000 | -4.5% | 26,737 | -16.2% | 0.13% | -19.3% |
| Q2 2018 | $2,787,000 | -3.0% | 31,891 | -3.2% | 0.16% | -6.9% |
| Q1 2018 | $2,872,000 | +6.7% | 32,960 | +2.2% | 0.17% | +5.5% |
| Q4 2017 | $2,692,000 | +265.3% | 32,253 | +249.1% | 0.16% | +272.7% |
| Q3 2017 | $737,000 | +14.1% | 9,238 | +0.2% | 0.04% | +10.0% |
| Q2 2017 | $646,000 | +79.4% | 9,223 | +70.7% | 0.04% | +66.7% |
| Q1 2017 | $360,000 | +16.5% | 5,404 | +11.0% | 0.02% | +4.3% |
| Q4 2016 | $309,000 | -2.5% | 4,870 | +76.4% | 0.02% | -14.8% |
| Q2 2015 | $317,000 | +18.7% | 2,761 | +21.3% | 0.03% | +8.0% |
| Q1 2015 | $267,000 | -8.6% | 2,277 | -14.2% | 0.02% | -10.7% |
| Q4 2014 | $292,000 | – | 2,655 | – | 0.03% | – |
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% |