SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 180 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,205,835 | -4.7% | 37,519 | +3.4% | 0.03% | -12.9% |
| Q2 2023 | $4,411,608 | +8.0% | 36,301 | +3.9% | 0.03% | +3.3% |
| Q1 2023 | $4,085,016 | +9.6% | 34,942 | +3.2% | 0.03% | 0.0% |
| Q4 2022 | $3,727,689 | +58.8% | 33,873 | +32.3% | 0.03% | +3.4% |
| Q3 2022 | $2,347,000 | -8.7% | 25,596 | +0.2% | 0.03% | -12.1% |
| Q2 2022 | $2,570,000 | -23.3% | 25,546 | -4.9% | 0.03% | -19.5% |
| Q1 2022 | $3,349,000 | +7.4% | 26,858 | +0.3% | 0.04% | +7.9% |
| Q4 2021 | $3,119,000 | +61.8% | 26,777 | +65.7% | 0.04% | +46.2% |
| Q3 2021 | $1,928,000 | -7.1% | 16,163 | +3.0% | 0.03% | -10.3% |
| Q2 2021 | $2,076,000 | +135.6% | 15,692 | +123.6% | 0.03% | +52.6% |
| Q1 2021 | $881,000 | -32.0% | 7,017 | -37.9% | 0.02% | -36.7% |
| Q4 2020 | $1,296,000 | -46.8% | 11,294 | -59.5% | 0.03% | -52.4% |
| Q3 2020 | $2,435,000 | +2.4% | 27,875 | +2.8% | 0.06% | 0.0% |
| Q2 2020 | $2,379,000 | +10.5% | 27,126 | -4.1% | 0.06% | -11.3% |
| Q1 2020 | $2,152,000 | -34.9% | 28,280 | -6.8% | 0.07% | -20.2% |
| Q4 2019 | $3,306,000 | +13.8% | 30,330 | +11.5% | 0.09% | +1.1% |
| Q3 2019 | $2,906,000 | +12.6% | 27,209 | +9.3% | 0.09% | +11.4% |
| Q2 2019 | $2,580,000 | +17.2% | 24,885 | +3.8% | 0.08% | +11.3% |
| Q1 2019 | $2,201,000 | +78.9% | 23,979 | +54.7% | 0.07% | +47.9% |
| Q4 2018 | $1,230,000 | -12.0% | 15,505 | +10.3% | 0.05% | -2.0% |
| Q3 2018 | $1,398,000 | +103.2% | 14,053 | +78.3% | 0.05% | +44.1% |
| Q2 2018 | $688,000 | +4.9% | 7,880 | +4.6% | 0.03% | +17.2% |
| Q1 2018 | $656,000 | +50.1% | 7,532 | +43.7% | 0.03% | +61.1% |
| Q4 2017 | $437,000 | +50.7% | 5,241 | +44.9% | 0.02% | +38.5% |
| Q3 2017 | $290,000 | +42.2% | 3,617 | +25.4% | 0.01% | +30.0% |
| Q2 2017 | $204,000 | – | 2,885 | – | 0.01% | – |
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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% |