SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 99 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $134,899 | +4.0% | 1,110 | 0.0% | 0.02% | -12.0% |
| Q1 2023 | $129,771 | +6.2% | 1,110 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $122,156 | +19.8% | 1,110 | 0.0% | 0.02% | +8.7% |
| Q3 2022 | $102,000 | -8.9% | 1,110 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $112,000 | -18.8% | 1,110 | 0.0% | 0.02% | -7.7% |
| Q1 2022 | $138,000 | +7.0% | 1,110 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $129,000 | -2.3% | 1,110 | 0.0% | 0.02% | -16.7% |
| Q3 2021 | $132,000 | -10.2% | 1,110 | 0.0% | 0.03% | -11.8% |
| Q2 2021 | $147,000 | +5.8% | 1,110 | 0.0% | 0.03% | -5.6% |
| Q1 2021 | $139,000 | +9.4% | 1,110 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $127,000 | +30.9% | 1,110 | 0.0% | 0.04% | +16.1% |
| Q3 2020 | $97,000 | 0.0% | 1,110 | 0.0% | 0.03% | -8.8% |
| Q2 2020 | $97,000 | -26.5% | 1,110 | -8.3% | 0.03% | -27.7% |
| Q1 2020 | $132,000 | 0.0% | 1,210 | 0.0% | 0.05% | +2.2% |
| Q4 2019 | $132,000 | +2.3% | 1,210 | 0.0% | 0.05% | -6.1% |
| Q3 2019 | $129,000 | +2.4% | 1,210 | 0.0% | 0.05% | +2.1% |
| Q2 2019 | $126,000 | +13.5% | 1,210 | 0.0% | 0.05% | +4.3% |
| Q1 2019 | $111,000 | +16.8% | 1,210 | 0.0% | 0.05% | +4.5% |
| Q4 2018 | $95,000 | -20.8% | 1,210 | 0.0% | 0.04% | -12.0% |
| Q3 2018 | $120,000 | +14.3% | 1,210 | 0.0% | 0.05% | +6.4% |
| Q2 2018 | $105,000 | +9.4% | 1,210 | +9.0% | 0.05% | +17.5% |
| Q1 2018 | $96,000 | +3.2% | 1,110 | 0.0% | 0.04% | +8.1% |
| Q4 2017 | $93,000 | +4.5% | 1,110 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $89,000 | +14.1% | 1,110 | 0.0% | 0.04% | +2.8% |
| Q2 2017 | $78,000 | – | 1,110 | – | 0.04% | – |
Download | ||||||
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% |