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 2022 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | -25.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $4,000 | +33.3% | 29 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | -94.4% | 29 | -94.2% | 0.00% | -96.2% |
| Q4 2019 | $54,000 | +1.9% | 496 | 0.0% | 0.03% | -7.1% |
| Q3 2019 | $53,000 | +3.9% | 496 | +0.4% | 0.03% | +3.7% |
| Q2 2019 | $51,000 | +13.3% | 494 | +0.2% | 0.03% | +8.0% |
| Q1 2019 | $45,000 | +15.4% | 493 | 0.0% | 0.02% | +13.6% |
| Q4 2018 | $39,000 | -20.4% | 493 | +0.2% | 0.02% | -12.0% |
| Q3 2018 | $49,000 | +8.9% | 492 | -4.8% | 0.02% | +4.2% |
| Q2 2018 | $45,000 | 0.0% | 517 | +0.2% | 0.02% | -7.7% |
| Q1 2018 | $45,000 | +9.8% | 516 | +5.7% | 0.03% | +4.0% |
| Q4 2017 | $41,000 | – | 488 | – | 0.02% | – |
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% |