SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 4 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,964 | -7.7% | 321 | +0.3% | 0.00% | -20.0% |
| Q2 2023 | $38,947 | +4.1% | 320 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $37,422 | +6.3% | 320 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $35,188 | +21.3% | 320 | +0.3% | 0.00% | +33.3% |
| Q3 2022 | $29,000 | -9.4% | 319 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $32,000 | -20.0% | 319 | +0.3% | 0.00% | -25.0% |
| Q1 2022 | $40,000 | +8.1% | 318 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $37,000 | -2.6% | 318 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $38,000 | -9.5% | 318 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | +5.0% | 318 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $40,000 | +11.1% | 317 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $36,000 | +28.6% | 316 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $28,000 | – | 315 | – | 0.00% | – |
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% |