SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 204 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 2.35 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $60,000 | -1.6% | 519 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $61,000 | -10.3% | 519 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $68,000 | -32.7% | 519 | -35.6% | 0.00% | -33.3% |
| Q1 2021 | $101,000 | +9.8% | 806 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $92,000 | +178.8% | 806 | +112.1% | 0.01% | +100.0% |
| Q3 2020 | $33,000 | 0.0% | 380 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $33,000 | +17.9% | 380 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | – | 380 | – | 0.00% | – |
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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% |