SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 207 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $633,000 | +8.0% | 5,079 | +0.9% | 0.02% | 0.0% |
| Q4 2021 | $586,000 | -12.0% | 5,035 | 0.0% | 0.02% | -33.3% |
| Q2 2021 | $666,000 | +5.4% | 5,035 | 0.0% | 0.02% | -7.7% |
| Q1 2021 | $632,000 | +9.3% | 5,035 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $578,000 | +31.4% | 5,035 | -0.0% | 0.03% | +13.0% |
| Q3 2020 | $440,000 | -0.2% | 5,036 | +0.2% | 0.02% | -11.5% |
| Q2 2020 | $441,000 | +11.1% | 5,025 | -3.7% | 0.03% | -10.3% |
| Q1 2020 | $397,000 | -29.9% | 5,219 | +0.6% | 0.03% | -19.4% |
| Q4 2019 | $566,000 | +2.2% | 5,189 | +0.1% | 0.04% | -10.0% |
| Q3 2019 | $554,000 | +25.1% | 5,183 | +21.6% | 0.04% | +21.2% |
| Q2 2019 | $443,000 | +13.3% | 4,264 | +0.1% | 0.03% | +3.1% |
| Q1 2019 | $391,000 | +52.1% | 4,259 | +31.0% | 0.03% | +6.7% |
| Q4 2018 | $257,000 | -5.9% | 3,251 | +18.4% | 0.03% | +11.1% |
| Q3 2018 | $273,000 | +14.7% | 2,745 | +0.6% | 0.03% | +8.0% |
| Q2 2018 | $238,000 | +0.4% | 2,729 | +0.1% | 0.02% | 0.0% |
| Q1 2018 | $237,000 | – | 2,726 | – | 0.02% | – |
Download | ||||||
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% |